How to build your team morale using Advisr

How to build your team morale using Advisr

December 15, 2021 Views: 989
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Your team is the foundation of your business. How do you support them to get the job done and create those moments that lift them up? One tool you can use is Advisr.


How to use Advisr to build your team morale

Public recognition is a critical tool in building team morale, creating a supportive and postive culture. This may be through internal awards or recognition programs but is magnified when the recognition is made public. This is where Advisr comes in. Advisr's Social Media Toolkit includes a great tool, sharing team members.


What can you do?

Once you have your team set up on Advisr and linked to your brokerage profile there is so much you can do to publicly recognise them.

  1. do they have a positive review? You can share their review to your company LinkedIn or Facebook page
  2. have they earned a qualification or won an award? You can share awards too! All in on-brand colourways.
  3. now you can share their Advisr profile with a custom background and message that suits the kudos you want to give them


Some of the backgrounds you can set include, "You're the best!", "Good Job!", "Meet a Broker", "Congratulations!", "Welcome!" and "Happy Birthday!".


How to Share Your Team Members

Here's how you can share your team members to LinkedIn and Facebook.



  1. Log in to your Advisr Insurance Brokerage Dashboard
  2. Head to the members tab to find the team member you want to celebrate
  3. Click on the LinkedIn or Facebook icon next to the team member
  4. Make sure you authenticate Advisr's connection to LinkedIn or Facebook if you haven't already
  5. Click on the "Customise background" button and select your message
  6. Add your own text
  7. From the drop down, select which page you want to share the post to
  8. Click to instantly share
  9. Head to the post to tag your team member so they feel the love!

Check your LinkedIn or Facebook stream to see your team member up in lights!


Did you know?

If you need to update your members on Advisr or the details of those members, you can do that centrally. Here's how to edit your team member profiles.

You can use your Advisr profiles to instantly create a team page on your Wordpress site. No coding required!

Using our Advisr Wordpress Plugin, the Advisr Toolbox, you can create a slick new page on your site with your whole team. Team members will have individual profiles with the ability to send a message or leave a review.

The best part? You won't ever have to update your team members on both Advisr and your site again. Any changes to your team members on Advisr will instantly update your website without you needing to connect with your website designer. So easy. For more information read about the Advisr Toolbox Wordpress Plugin.


I have some questions!

Why can't I see my "members" tab?

Make sure you are logged in as a brokerage rather than as an individual. This involves logging in with the email address linked to your brokerage profile. If you don't know which email address you need to use or if you need any other help you can connect with us at


I can only see a connect button, not a share button. Why?

You are yet to connect your Advisr profile to your LinkedIn or Facebook profile. Click on the button to start the authentication process. Be sure to use the email address linked to your LinkedIn or Facebook account and to accept all the terms and conditions.


How do I tag my business or team member in my post?

Due to limitations set by LinkedIn and Facebook tags can't be created in Advisr. These need to be done after the fact directly in either LinkedIn or Facebook. Simply find the post once it's live and edit it to add a tag.


Can I share my team member profiles in my brand colours?

At this time our team member share backgrounds come in blue only. If you want to see them in other colourways, be sure to let us know and we'll prioritise it in our product pipeline. Awards and Reviews can now be shared in on-brand colours. You can reach us at


Can I update team profile pictures?

Yes! To update your team member profile pictures select your team member and click on the "edit broker" button. Simply upload your team member photos. Here is some guidance around what makes a great profile pic.

General Advice Warning: This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.

Annemarie Jamieson | ADVISR

Advisr does not provide advice and does not hold a financial service license (AFSL). All information above has been provided by Annemarie Jamieson | ADVISR.

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