Advisor Profiles

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.
Order Now

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