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:
- Select your Profile Style and service items through the Advisor Profile Order form.
- Once it is created by our designers, a draft will be sent to you for review and compliance approval.
- Any changes will be made and the final version of your Advisor Brochure will be sent to you.
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:
- 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. 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.