Using your emails to promote your practice and your financial website.

How to Write a Financial Advisor Biography

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As a busy financial services professional, you likely send a significant amount of e-mail each day to clients, prospects and other contacts. Take this great opportunity to promote your website, provide exposure to your business, and allow your visitors to read about your practice on their own time. This can be easily accomplished by including your website in your e-mail signature.

Here is a sample of how I promote my business with my email signature. Please feel free to use it as a template or a starting point:

Bart Wisniowski
(a Tidal Multimedia Inc. Company)

tel 604.696.6260
fax 604.601.2160
toll free 1.866.500.4113

Do you need a website? Visit us on line today at:

Social media (Please connect with me today):
Linked In
| My Blog |Twitter | Flickr


  • You should make your website address stand out by increasing the font size
  • You may want to include a call to action. Sample call to actions include:
    • Please visit my new brand new website at WWW.YOURWEBSITE.COM
    • A referral is one of the biggest compliments a client can give me. You can now send a referral through my website at WWW.YOURWEBSITE.COM/tell (Only if you have a tell a friend page)
    • Check out my latest newsletter at WWW.YOURWEBSITE.COM/newletter
    • My website contains some very useful resources, please feel free to review these resources at WWW.YOURWEBSITE.COM/resources (Only if you have a tell a friend page)
    • You can include links to your professional social media pages like Linked In, Facebook, Twitter etc…

Author: Bart Wisniowski

Topics: email marketing for financial advisors, financial advisor website design, financial services, General, How-To, marketing ideas for financial advisors, promote your financial website, Marketing

Disclaimer: The content of this article is for informational purposes only. If you are planning to implement a new marketing practice and are unsure what the regulations are, always contact your compliance department first.