Boost Your Client Retention with a professionally designed, fully customized Advisor Brochure.
Get your customized profile in just 3 steps:
- Go to the online Advisor Profile Order form and select your Profile Style and service items.
- Our designers will create your profile and a draft will be sent to you for review and compliance approval.
- Any final changes are made and the finished PDF will be sent to you.
Pricing: $300 per Profile
- $300 for a single Advisor Profile. One time fee.
- Quantity pricing is available for Branch/Dealer/MGA/Credit Union orders. Contact us for a quote.
Return on Investment
“If the $300 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 formats:
Advisors Profiles are professionally designed brochures, fully personalized with services and value you provide to your clients
- Completely customized with the services you provide
- Branded with your logo, photo, biography, philosophy and contact information
- PDF format can be shared with clients via print or online
- Easy to order – simply fill out the online form and let our graphic designers 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:
Answers to important questions that clients have when searching for an Advisor, including:
- services offered
- what clients can expect
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’ll build a fully custom Advisor Profile to reflect your individual brand. For 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.