Seaside Advisor Brochure

Communicate the Value of Professional Advice

Elegant, visual, one-page format.
Order your professionally designed, fully customized Advisor Brochure today.

Get your customized profile in just 3 steps:

  1. Select your Profile Style and service items through the Advisor Profile Order form.
  2. Once it is created by our designers,  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: $300 per Profile

  • $300 for a single Advisor Profile. One time fee.
  • Quantity pricing are 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%). 

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, photo, biography and contact information
  • PDF format may be shared with clients online or via print
  • Easy to order – simply complete 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:

Answers to important questions that clients have when searching for an Advisor, including:

  • qualifications
  • registrations
  • services offered
  • philosophy
  • 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. 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