frequently asked questions

Looking for Answers?


We want to help. Find answers to some of the most common questions right here. 

Have more? Visit the contact us page and submit yours.

Frequently Asked Questions

Do not display
How can I add or update my profile picture on Workplace?

Log in to Workplace and search for your name in the top navigation bar. Once on your profile page, hover over the photo circle in the top center and then select the Update button that appears.  You can select a photo to upload from your device or select one that is already in Workplace. Once you make a selection, you can crop, scale, or reposition as desired. Select save, and your profile picture will be updated.

Can I add a profile picture in Outlook?

Yes!  Within Outlook, select File, and the Account Information page will show a photo box on the right side.  Click “Change” under this photo box. You will then be redirected to Microsoft online. Log-in with your Mariner email and password. You will be automatically redirected to a screen where you can upload a photo. When you are done, select save.

I’d like to update my LinkedIn Profile. What can I share about my position at Mariner Wealth Advisors?

We want you to proudly share that you are part of the team at Mariner.  To get started with your update, contact Jordan McHenry ([email protected]) to receive your Compliance- approved job description. You will be required to turn off endorsements on your profile, and send a screenshot of your updated profile to [email protected]

Interested in joining Hearsay Social to further utilize social media? Contact Kathleen Murray ([email protected]).

How do I order new business cards?

Business cards can be ordered online by visiting the Mariner SSO Portal. Select “Org-wide Links”, then “Business Card Portal” to get started.

I was injured while working. What now?

All on-the-job injuries should be reported to your Manager and a member of the Human Resources team as soon as possible following the incident, no matter how minor it may seem at the time.  This will ensure proper care is made available in accordance with Workers’ Compensation.   

Following an incident, seek assistance if needed to assess and administer immediate injury needs. In the event of
a life-threatening emergency, call 9-1-1.

do not display
Will I be issued a corporate credit card?

Corporate credit cards are issued to associates based on position requirements and with manager approval.  You may ask your manager whether a card will be needed in your role.  Other questions regarding corporate credit cards should be addressed to Sommer Kelling.

How can I submit business expenses for reimbursement?

Expense reimbursement requests can be submitted through Concur, our online application for managing expenses and travel. Click here to access a tutorial on getting set up in Concur. Concur can be accessed through the Mariner SSO Portal.

What are some resources to help me learn more about Mariner and stay up-to-date with what’s happening?

CEO Marty Bicknell provides periodic updates through presentations at our Overland Park headquarters that are recorded and shared with associates across the firm.  You can find several recent updates from Marty here.  It might also be helpful to watch presentations from our last National Advisors Meeting held in 2019.  Check them out here.

How can I make business travel arrangements?

You can book flights, hotels, rental cars and more through Concur, our online application for managing travel and expenses.  To learn more about getting set up in the system and booking your travel, watch this webinar.