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 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.

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.

How Do You 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 Should I Include in My 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:

  • Who you are both personally and professionally
  • 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 make sure their family is taken care of.

Remember these 6 Tips to Keep Your Bios Strong:

  1. Be Authentic
  2. First Impressions Matter
  3. Write in the First Person
  4. Informality Can Go a Long Way
  5. Share Your Story
  6. Personalize

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 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 really 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.

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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