Marketing Idea: Build Credibility with your Advisor Website

How to Write a Financial Advisor Biography

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Research show that approximately 80% of all internet users use the internet in order to do research on products and services they are thinking of buying before they buy. This is a relatively new step in the buying decisions of consumers and it applies to all items ranging from the purchase of that brand new flat screen TV or deciding to work with a financial advisor and anything in between. You can use your individual website to facilitate this process with your new clients and prospects...

ACTION: Send a meeting confirmation email  with a link to your personal website to all new client and prospects prior to meeting with them.


Dear [Prospect/New Client]

Thank you for taking the time to set up a meeting with me at my office. I am looking forward to meeting you in person. In the meantime, please have a look at my website [WWW.YOUREBSITE.COM] to get a bit more information about my background, the products and services that I am able to provide and additional information about my practice including my detailed contact information and directions to my office.

Take care and I look forward to seeing you on [DATE, TIME]

Best regards,

[contact details etc...]


  • you will establish instant credibility with your prospective or new client by sending them to a professional website presence
  • you will enable your client to do the on-line research that is so important to them in their buying decision. (likely they will look you up on the internet anyways. you might as well make it easy for them and send them to a credible resource that you control)
  • you will display great customer service and follow up skills
  • you will give yourself a boost of confidence gong into the meeting knowing that you have made a great first impression before even meeting them face to face.

Author: Bart Wisniowski

Topics: financial advisor, Marketing, website

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.