Any Executive can create an Executive profile for an advisor as follows:
1. Log in to your Executive profile via flourish.com
2a. If you are changing an existing advisor’s profile to an executive one, please skip to step 3
2b. If you are creating an Executive profile for a new advisor, send an invitation to the desired advisor from the “Invite” page
3. Click on the "Advisors" page
4. Click on "Manage" next to the advisor’s name
5. Click on "Promote to executive"