The best financial advisor professional bios inform and reassure potential clients on two main points: ability and trustworthiness. Here’s a sample short professional biography for a certified financial advisor that addresses both those issues:
Short Bio for Financial Advisor
___________ (your name) is an experienced and knowledgeable financial advisor, ready to work with you to ensure you and your family’s financial future. He/She has a degree in ___________ from ____________, and has also been certified in _ _____ (annuities, life insurance, estate planning, trusts, or whatever specific training you have). After _____ years working with __________, _________ made the decision to start his/her own financial services company, _________. Over the past ______ years, he/she has worked with more than ______ clients to help them choose, invest, and manage plans that will offer safe investments and excellent returns. As a financial planner, ________ ‘s main goal is to help you make well-informed decisions on what types of investments are right for you. He/She also emphasizes the need to adjust investment plans as your goals and needs change. _______will always listen to your concerns, share all information about potential investments, including benefits, risks, and tax issues, and treat your financial goals with the same care and interest that he/she devotes to his/her own. _________ looks forward to being your trusted advisor and expert resource as you build a secure portfolio of investments. Contact __________ by _____ or _____ and let’s get to work on your future.
Things to consider when writing a financial advisor bio
Because money is such a personal topic and intimidating to many people, it is vitally important that a financial advisor is able to establish a relationship of trust with his or her clients. This is especially so in light of media accounts of financial service companies and products that did not operate in the best interest of the client. People simply are not willing to accept the excuse of, “Well, the markets are volatile” when it comes to their hard-earned money. As mentioned above, a successful financial advisor biography generates confidence on two critical points: ability and trustworthiness.
Ability speaks to the financial advisor’s education, knowledge, and experience. Depending on the type of clientele a financial planner wishes to serves, this part of the bio may be quite technical and heavy with financial terms, or it may be a straightforward explanation of where the individual got his or her education, what job experience the advisor has, and what types of services he or she offers or specializes in. Certainly an investment advisor who works primarily with young middle-class families will no doubt offer different financial instruments than one whose main focus is wealth management for large trusts.
Trustworthiness addresses similar client concerns—why should I let you handle my money? Being placed in such a position of trust is a privilege, and an ethical and effective financial advisor honors that trust by always offering sound advice, listening to the clients’ needs, and never choosing short-term gains at the cost of unacceptable risk. That unacceptable risk also varies with clients, so a good financial advisor will assure potential customers that he or she will invest in accord with not only their budgets but their beliefs as well.
When writing a financial advisor biography it’s vital to remember what potential clients are looking for: expert knowledge, ethical behavior, and accountability. A good biography will stress those skills and abilities.
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