[Updated May 1, 2021]
First impressions count, which is why having a well-written financial advisor biography is so important.
Your biography tells potential clients looking for a financial advisor who you are and why they should choose you. If your biography is well-written, interesting and relatable, it can boost your credibility, humanize your business and offer a window into what it’s like to work with you.
So, what should you include in your biography to make it the best it can be?
Step 1: Start with your Name and Title.
Just like you would when you introduce yourself to someone new for the first time, start your biography with an introduction. What to include:
- Your name
- Your job title
Step 2: Showcase your Expertise
Help build trust with the reader by showcasing your expertise. This includes:
- What you specialize in
- How you can help your clients
Step 3: Feature your Achievements
You can build credibility through your achievements. You should include:
- Professional memberships
Step 4: Show some Personality
People like doing business with people, which is why showing some personality is important. This will help clients connect with you. This may include:
- Family and pets
- Fun facts
Step 5: Don’t Forget your Contact Information
Now that people know who you are, make it easy for them to contact you. Don’t forget to include:
- Direct phone number
- Email address
- A link to your LinkedIn profile (only if it’s kept up-to-date)
- Links to other professional social media profiles, such as Twitter
Step 6: Add Your Photos
One of the best ways to show personality with your biography is to add photos. When thinking about which photos to include, stick to pictures that are professional, not blurry, and high-resolution. Some ideas for photos include:
- Headshot or professional portrait
- Company team photo
- Family portrait
- Photo of you enjoying hobbies
Now that you know what to include in your biography, here are some more tips for you to help with the finishing touches:
- Write in the first person (I, we) or third person (he, she, they).
- Incorporate your own personal style and tone to make your biography interesting and engaging. This doesn’t have to be a formal piece of content if that doesn’t fit your personality. Write as you would talk to a colleague or other professional connection.
- Keep it short—up to 3-5 paragraphs with about 1-3 sentences per paragraph.
Example 1 - Personal Peter
Peter Parker has been with the Financial Company Group since 2006. With previous experience selling health products to the medical industry, Peter has an ideal foundation for his work as a financial advisor.
His attention to detail, listening skills and empathy are symbols of his appreciation to his clients. He is supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help him build long-term relationships with his growing client base and provide excellent customer service.
Peter earned his MBA in Finance from Villanova University and was recently invited to join the Million Dollar Round Table. His clients range from doctors and health practitioners to golfers and winter sports professionals.
Peter and his wife Jane live in Bryn Mawr, Pennsylvania with their two teenage daughters and family dog, Buddy. Outside of work, Peter enjoys golfing, skiing and spending time at the lake with family and friends.
Example 2 - First Person Penny
I started Penny Financial Company ten years ago with the objective of helping every individual reach their financial goals. One of the most important lessons I’ve learned over the last ten years is understanding the needs of clients and recognizing that everyone’s economic and life situation is unique.
I understand that my clients are the most important part of my firm and that personalized service is essential when matching clients with the right financial products and services. Whether your current goals involve purchasing a first home, financing a child’s college education or planning for retirement, I want to help you make the best decisions with your money.
When I’m not working, I like to spend time with family and friends, play the guitar and experiment in the kitchen. Visitors to our office are usually greeted with one of my baked goods—I hope you get to try them one day!
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. Working together, we will create a plan to meet your financial goals.
Example 3 - Third Person Thor
Thor Avenger has more than 27 years of experience working with small business owners serving as a financial advisor.
Prior to starting The Avengers Financial in 1992, Thor was a mortgage broker who helped his clients find the right loan to help with their personal and investment strategies. He went back to school to obtain his bachelor’s degree in Finance, which allowed him to follow his dream of providing further support and assistance to small business owners, ensuring they are able to retire comfortably.
Thor is a board member of the Financial Institution of Stark Industries and is a regular guest lecturer to doctorate students.
Outside of finance, Thor enjoys keeping active with hiking, spending time with his family and participating as a coach for his local youth basketball team.
If you’re looking for more advice on how to write an engaging and exciting biography, we’re here to help. Check out of financial advisor biography templates for an easy way to create your best biography.