Advisor Connections
Manage advisor types, partners, and connection requests.
12 advisor types
| Order | Label | Type Key | Min Assets | Business | Active | Actions |
|---|---|---|---|---|---|---|
| 1 | Life Insurance | life_insurance | — | No | ||
| 2 | Annuities | annuities | — | No | ||
| 3 | Wealth Management | wealth_management | $500,000 | No | ||
| 4 | Financial Planner | financial_planner | — | No | ||
| 5 | Estate Planning | estate_planning | — | No | ||
| 6 | Tax Planning / CPA | tax_planning | — | No | ||
| 7 | Home & Auto Insurance | home_auto_insurance | — | No | ||
| 8 | Alternative Investments | alternative_investments | — | No | ||
| 9 | Business Insurance | business_insurance | — | Yes | ||
| 10 | Business Tax Advisor | business_tax | — | Yes | ||
| 11 | Business Planning / Coaching | business_planning | — | Yes | ||
| 12 | Business Broker | business_broker | — | Yes |