Getting to know an advisor or firm is the first step to establishing trust. If you don’t know an advisor very well, you’re not very likely to confide in them or trust them with your finances. That’s why a financial advisor’s bio is so important. It’s a window that shows clients who you are, what you do, and why you do it. So, to help you decide how to write your bio, we’ve provided the following tips and resources and listed 5 financial advisor bio examples to help inspire you.
Why Is a Bio Important to Financial Advisors?
Demonstrating yourself as a trustworthy and reliable advisor is key to appealing to current and future clients. Your website, reviews, and recommendations all play a part in building trust and helping prospects self-qualify. Your About page and the bio within are key to this process by demonstrating your personality and the personalities of your team – which is essential to connecting with prospects and clients.
How to Write a Good Financial Advisor Bio
Prospects and clients want to see personality from the companies they work with. So don’t be scared to keep the bio lighthearted while highlighting company successes and services. Be sure to write in the first person – you’re selling services based on relationships, so be affable and open. Make sure to keep it a digestible length and interesting – tell a story. And consider your audience in this process. What would resonate with them the most?
What to Include in Your Bio
It’s important to balance your bio. If it’s too long, you’ll lose the reader. If it’s too short, it might not break through the barrier of doubt. So, where do you start? Worry not. Here is a list of things to include in writing a great advisor bio:
- A bio structured like a story, not a resume
- Who you are both personally and professionally
- What are your goals for clients? What do you want to help them accomplish
- What your business does, the industry, and offered services (Shorthand)
- Firm milestones and successes
- The firm’s mission statement and company values
- A CTA (Call-to-action) to connect with an advisor(s)
Don’t Forget Images
Words aren’t the only things needed to craft an exceptional bio. Adding photos is always a welcomed idea. It’s a great idea for financial advisors to share about their personal life, but without a photo, they’re just a name without a face. Depending on the type of audience your firm is marketing to, different types of photos will have a better impact. For example, if your financial firm is trying to cater to people who are around the age of raising a family, share a family photo. Show that you’re in the same position as them and that you’re there to ensure their family is cared for.
Where to Put Your Financial Advisor Bio
The “About Me” or “About Us page is often where bios can be found. As one of the most visited pages on your website, according to HubSpot, it’s the perfect place to introduce yourself and your team.
Remember these 6 Tips to Keep Your Bios Strong:
- Be Authentic
- First Impressions Matter
- Write in the First Person
- Informality Can Go a Long Way
- Share Your Story
- Personalize
Use This Template to Write Your Bio
Ready to write your bio? We’ve put together a quick bio template to help you apply best practices. Click here to open the template and start writing.
5 Financial Advisor Bio Examples to Inspire Your Own
We know that coming up with your own bio off the spot can be challenging. You have to make sure it has the right balance of professionalism and personality, and that can be hard without a frame of reference. So here are 5 of our favorites that show off the financial advisor’s personality and services.
1. Peak Financial Solutions
Peak Financial is a great example of balance. It lets the site visitor know about what the firm does and why you should trust them. It’s in the third person, but it works for this bio as the firm is describing its CEO, so better to highlight the reliability the advisors bring to their clients.
2. Headway Financial Solutions
Headway Financial has a short and sweet bio, but what they do well is their CTA. They get straight to the point and ask if you’re ready to take a stand for your future, urging you to call them and “Stand for Something Together.”
3. Potomac Financial Consultants
Potomac Financial takes a unique approach to employee bios. Having a page that shares the history of the firm and a team page, but this is where it gets interesting. Each team member has their own section, which includes contact information and a short snippet from their bio, but a “Read More” allows you to view the full thing.
4. Shifting the Culture Wealth Partners
Shifting the Culture Wealth Partners has a wonderful bio page that highlights what makes the company so unique. It gives an easy-to-read description of the company, what they do, and why. Along with a biography about the founder and the choice to learn more about her. The page also does a great job highlighting business partners.
5. RPI Financial Life Planners
RPI Financial lets its clients know that their firm is all about having a family dynamic both internally and externally. Not only is the team made up of family members, but those who aren’t have become so close they might as well be. They let the public know that they care, and if they take you on as a client, you’ll most likely be seen as a family too.
Wrap Up
Now that you know how important financial bios are and the best ways to write them, be sure to implement them on your websites. Keep in mind that bios are the best and quickest way to demonstrate yourself as a credible and reliable advisor. Also, when writing your bio remember to include:
- A bio structured like a story, not a resume
- Who you are both personally and professionally
- What are your goals for clients, what do you want to help them accomplish
- What your business does, the industry, and offered services (Shorthand)
- Firm milestones and successes
- The firm’s mission statement and company values
- A CTA (Call-to-action) to connect with an advisor(s)
Don’t forget, if you ever need a refresher or need financial advisor bio examples as inspiration, feel free to return to this article. Good luck writing!
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