Boost client retention with a professionally designed Advisor Profile, fully customized and branded to highlight the valuable services you provide for clients. Delivered in a PDF format, the brochure is designed to be printed, emailed or shared online.
Also included is your professional biography and philosophy along with your photograph, company logo and contact information.
One time fee. Taxes additional.
Differentiate Yourself Professionally
Advisor Profiles helps your financial planning practice by addressing important questions that clients have when searching for financial professional including:
• qualifications
• registrations
• the services you offer
• your investment philosophy
• what clients can expect
Corporate, stylish, one-page format with room for many services
A perfect piece to have a client and trade events, these colourful profiles stand out to encourage sharing.
Boost Client Retention & Encourage Referrals
An Advisor Profile is a powerful conversation starter when discussing fees and the value and experience you provide. Encourage client referrals by introducing your profile annually to remind clients of the services you provide and to encourage referrals.
Easy to order
Choose from a series of services or add your own
Professionally designed
Each profile is designed individually
Quick delivery
Delivered within business 3 days (subject
Personalized
Provide your photo, logo, bio, contact information. Should you need further customization, simply connect with for a quote.
Compliant
Draft available for your compliance review
FreshPlan is a powerful, easy-to-use financial planning software for Financial Advisors and Insurance Professionals.
Calculate, educate and create financial plans in minutes instead of hours using visual planners, calculators and infographics that clients and prospects will understand.
Engagement and storytelling are at the heart of our approach. We provide web-based interactive, visual, and topical content for all demographics, taking a holistic view of financial planning.