Advisor Profiles – Corporate Referral Program

Boost Your Client Retention and Prospect for New Clients with an Advisor Profile 
“An Advisor Profile is a quick, visual way to communicate your suitability and the valuable services that you provide them. It will help you keep them as clients and help you find new ones.”

Provide your advisors with this powerful tool to communicate the value of their services to clients and prospects at zero to minimal cost to you (corporate).

Sample Profiles


How it works:

  1. We work with your compliance/marketing departments to create three Advisor Profile templates that are fully branded with your logo, fonts, colours, call to action and disclaimer.
  2. You add a link on your advisor portal to an on-line order form (view sample) where advisors choose and customize their Advisor Profile.
  3. Our graphic designers create the Profile and sends the advisor a draft for review and compliance approval.
  4. Any final changes are made and the new version of the Profile is sent to the advisor.
  5. Ativa invoices the advisor or your firm, depending on the cost sharing arrangement.

Cost-Sharing Options
Whether your organization wants to fully fund your advisors’ profiles, share the cost or have the advisors pay the full cost, the Corporate Referral Program is a great tool.

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