For Acclivus reps

Get your own advisor page

Your own page on theacclivusgroup.com, the leads our advertising brings in, and a landing page you can point your own campaigns at — for $299/month.

What you get

Your own advisor page on theacclivusgroup.com
Free inbound leads generated by our brand advertising
Local advertising pointed at your page when we run campaigns
Conferences and the strength of the Invictus network
A landing page you can use for your own advertising
Google Business Profile and Facebook Business Page set up free

Managing ad spend on Meta or Google is a separate fee. Billed monthly, cancel any time.

Membership

$299

per month, cancel any time

You are not charged when you register. You build your page first, then subscribe when you're ready to send it for review.

How it works

Give us your name and email. We'll send you a link to your own private portal — there's no password to create.

Build your page

Add your photo, your bio, the states you're licensed in and what you focus on. Save as you go and come back whenever you like.

$299/month, paid by card, once your page is ready to be reviewed. Nothing is charged while you are still writing it, and you can cancel any time.

We review, then you're live

A licensed principal reads your page before it publishes. Once it's approved your page goes live within a couple of minutes, we email you, and you start appearing in advisor searches.

Register

We'll email you a link to your private portal. There's no password to create and nothing to pay yet.

What to have ready

A professional photo of yourself — square works best
A short bio, at least a few paragraphs, in your own words
The states you hold an active licence in
The products and areas you focus on
A direct phone number
Optionally, a booking link such as Calendly

You don't need all of it to register — you can save your progress and come back.

Questions

When am I charged?

When you subscribe, which is the step after building your page and before submitting it for review. Registering is free and you can write your whole profile, upload your photo and save it as many times as you like without a card. Review comes last because a licensed principal reads every page personally.

What if my page is rejected after I've paid?

You'll get an email saying exactly what needs changing, and you can fix it and resubmit as many times as you need — there's no extra charge for another review. If you decide not to continue, cancel from your portal and you won't be billed again.

How long until my page is live?

Once you submit, a licensed principal reviews it. After approval your page appears within a couple of minutes, and we email you the moment it's live. If something needs changing you'll get an email saying exactly what.

Why does my page need reviewing at all?

It publishes on the firm's domain, under the firm's licence. That makes us responsible for what it says, so a person reads every page and every later edit before it goes public.

Can I edit my page later?

Any time. Edits go through the same review, and your current page stays live until the new version is approved.

What happens if I cancel?

Your page comes down and visitors are redirected to the advisor directory rather than hitting a dead link. Your profile is kept, so it can be restored if you come back.

Do I need to be licensed?

Yes. You may only list states where you hold an active licence, and you confirm that in writing before submitting. We check it during review.

Still have questions? Get in touch or call+1 855-765-6790.