Boost Your Client Retention and Prospect for New Clients with an Advisor Profile
Special Pricing for CustomPlan Advisors: $175 per profile ($75 or 30% off the regular price of $250)
It’s easy to get started!
An Advisor Profile is a professionally created one page PDF summary of the services and value you provide to your clients.
- Completely customized with the services you provide.
- Branded with your logo, name, photo, bio and contact information.
- Easy to order – simply fill out the form below and let our graphics designer take care of the rest.
- Quick delivery – get your Profile in 2 business days (subject to timely compliance approval).
How the Profile Helps Your Practice:
- Increase client retention by:
- Managing conversations when discussing fees and the services you provide.
- Telling your clients about services they may not know about.
- Re-introducing your Advisor Profile annually to remind them about the services you provide.
- Find new clients by using it as a prospecting tool.
Select from these professionally designed Profile styles:
Pricing: $175 per Profile (30% off regular price of $250)
Get your customized and branded Advisor Profile in 3 easy steps:
- Complete the form below and click Submit at the bottom.
- Our graphics designer will create your Profile and send you a draft for review and compliance approval.
- We will make any changes and send you the final version of your Advisor Profile along with an online invoice.
Got a question? Email us or call 905-648-3221.
Advisor Profile Order Form (scroll up for more information)