When you first create your Practice Exchange account, your Profile Strength will be at 50% and you'll need to edit your profile to complete it to 100%. Completing your profile to 100% helps the matchmaking algorithm better match you with other advisors and allows advisors who view your profile to better understand your business.

You can follow these steps whether you're completing your profile to 100% for the first time or editing data you previously provided.

Keep reading after the instructions for a breakdown of the different sections of the profile.

1. To edit your Practice Exchange profile, begin by clicking on My Profile > Edit Profile from the top menu.

2. Click through the items in the right-side menu. Completed sections are denoted by a checkmark.

As you complete each section, your Profile Strength will increase.

3. Once all sections are completed, your Profile Strength will show 100%.

Your data is synced to a home office feed which is updated each evening to keep your data up-to-date. There are certain data points in your profile which will update automatically and cannot be modified.

Practice Information

- Years in practice
- Number of clients
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​Revenue Info
​- Production numbers, including historical revenue information

Compensation Info

- Compensation Mix (this is calculated automatically)
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To report any discrepancies with your imported information or production numbers, please email PracticeExchangeSupport@raymondjames.com.

Your data is synced to a home office feed when you first sign up. After this time, to make sure your information stays up-to-date, you must periodically re-sync your data using the 'Pull Latest Raymond James Data' from the 'Revenue Information' section.

You also have the option of manually entering your data if you would like it to reflect your team's production vs. your individual production.

If you are a Branch Owner, you will see your team production. All other advisors will have their individual production automatically imported.

A brief overview of what you can edit within each of the menu items.

Headline & Goals:

- Edit Headline & Description

- Update motivations (Selling, Buying, Partnering, Catastrophic Planning, etc.)

- Display first name, last initial (growth-oriented advisors only)

Specializations:

- Indicate areas of practice

- Primary Markets

- Practice Specializations

- List business values

Avatar:

- Change your avatar

Practice Info

- List years in practice

- Number of clients

- Average client age*

- AUM*

- Defined investment style or service model

- Indicate team size

*RJA Advisors may only edit the specified data points indicated by an asterisk. Sections above not indicated by an asterisk are pre-populated via a live feed from the Home Office and are not editable for RJA Advisors.

RJFS Advisors may manually edit all sections or pull their data directly from the Home Office.

Revenue Information

- Indicate production and revenue

Compensation Info

- Provide compensation breakdown

Planning Info

- Indicate continuity readiness and succession planning progress

Interests/Hobbies

- Conversation starters

Languages

- Indicate any additional spoken languages