Advisor Profiles for Customplan Financial

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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:

"Rexdale" Advisor Profile from Ativa Interactive

"Sommerfield" Advisor Profile from Ativa InteractiveAdvisor Value Profile _Bradshaw"Bauer" Advisor Profile from Ativa Interactive

Pricing: $175 per Profile (30% off regular price of $250)

Get your customized and branded Advisor Profile in 3 easy steps:

  1. Complete the form below and click Submit at the bottom.
  2. Our graphics designer will create your Profile and send you a draft for review and compliance approval.
  3. 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)