Advisor Profiles for Individual Advisors

Boost Your Client Retention with a professionally designed, fully customized Advisor Brochure.

Get your customized profile in just 3 steps:

  1. Go to the online Advisor Profile Order form and select your Profile Style and service items.
  2. Your Profile will be created by our designers and a draft will be sent to you for review and compliance approval.
  3. Any changes will be made and the final version of your Advisor Brochure will be sent to you.
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Pricing: $250 per Profile

  • $250 for a single Advisor Profile.
  • Quantity discounts are available for Branch/Dealer/MGA/Credit Union orders. Contact us for a quote.

Return on Investment
If the $250 Advisor Profile helps you retain just ONE client with $100,000 in assets, you will save $1,000 in trailer fees (@1%). 

Select from these professionally designed templates:

An Advisor Brochure is a professionally created PDF brochure of the services and value you provide to your clients

  • Completely customized with the services you provide.
  • Branded with your logo, name, photo, biography and contact information.
  • Easy to order – simply fill out the  online form 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.

Got a question? Email us or call 905-648-3221.


Need More Customization?
We’re happy to build a fully custom Advisor Profile to reflect your individual brand. If you need specific branding,  contact us for a quick quote.


Advisor Profiles – Corporate Referral Program
A turnkey program that lets your advisors create custom Value Profiles using compliant and branded profile templates with flexible cost-sharing options.

Advisor Profiles – Corporate Referral

Advisor Profiles – Enterprise
Provide your team of advisors with an online app that lets them create custom, compliant Value Profiles using simple drag and drop technology.

Advisor Profiles – Enterprise