Boost Your Client Retention and Prospect for New Clients
with an Advisor Profile
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, 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.
Select from these professionally designed Profile templates:
Get your profile in 3 easy steps:
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%). “
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 – Enterprise
Provide your team of advisors with an online app that lets them create custom, compliant Value Profiles using simple drag and drop technology.
Client Relationship Model II and Beyond
“Now, more than ever in this CRM2 environment, it is crucial that advisors clearly communicate the wide range of complex and valuable services to their clients. The Advisor Profile is a powerful tool for advisors to illustrate all they do to ensure they retain their clients and build new relationships.“