One of the most challenging piece of content advisors face is writing a compelling biography. One month ago, I posted an article about how to write an effective biography for your financial website. We received great feedback from our clients and some applied the suggestions shared to write their bio.
Today, I thought it could be a good idea to share with you with two sample biographies we put together for our clients. Both can be easily customized to incorporate your name, designations, title and own experience.
Everyone’s economic and life situation is unique, and I keep that in mind when providing financial security advice. I believe that personalized service is essential when matching clients with the right financial security products and services.As a Financial Security Advisor, I am dedicated to learning about your personal goals. Together we will use them to build a financial security plan focused on your specific needs.
I understand my clients are in different stages of life: you might be purchasing a first home, financing a child’s post-secondary education or planning for retirement. I believe a financial security plan must reflect your personal or business situation, and so will work to highlight the financial security products that best fit your goals. Once your custom-tailored financial plan is in place, we will continue working together to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.
A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.
A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.
A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.
If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact me today.
If you decide to use one of the above biographies on your website, make sure you leave a comment and share your website with all of us or simply say thank you in the comment form below.
Please Note: this article is for informational purposes only. We strongly encourage you to verify any content and information you use with your own compliance department or legal counsel.