To receive clients matched to your needs, you need to set up your client preferences.
To do this, log in to your dashboard. From here, click ‘Profiles’ from the left-hand navigation.
For the profile you want to set up client preferences for, select ‘Actions’ on the right-hand side of that profile. From the dropdown select ‘Manage profile’, taking you to the profile editing page.
In the ‘Company information’ tab you can select your preferred minimum wealth value of prospective clients.
In the ‘Expertise’ tab you can select the advice needs of your preferred clients.