Colourful, eye-catching and robust
Order your professionally designed, fully customized Advisor Brochure today.
Get your customized profile in just 3 steps:
- Go to the online Advisor Profile Order form and select your Profile Style and service items.
- Your Profile will be created by our designers and 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.
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%). “
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.
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 – Enterprise
Provide your team of advisors with an online app that lets them create custom, compliant Value Profiles using simple drag and drop technology.