1. Your professional details
· Financial title i.e.: Investment Representative, Financial Planner etc.
· Number of years in the industry
· Have you had more than one role in the financial industry? Describe and give the number of years in each role i.e.: Financial Advisor, Associate, Regional or Division Director etc.
· Do you have other relevant experience? Describe and indicate how this relates to the work you do today and how it can enhance your ability to help clients.
· Why should clients choose you as their financial advisor?
· What do you most enjoy about helping clients?
· How do you keep in touch with clients and provide them with the information they need?
2. Your qualifications
· Education
· Published works
· Awards and professional distinctions i.e.: Rookie advisor award etc.
· Professional designation i.e.: CFP, CLU etc.
3. Your strengths and beliefs
· What makes you unique?
· What are your strengths?
· What are your beliefs about the profession?
· Do you work with a special market(s) i.e.: retirees, athletes, families, business owners etc.
· How do you help these markets?
4. Your community involvement
· Describe your community involvement and explain why it is important to you
5. Your personal details
· Marital and family status (if you wish)
· Hobbies and interest (can be really effective if you target a special market group)
Professional Bio Example…
John Doe has been with the Financial Company Group. since 2006. He believes his previous five years as a sales manager selling health products to the medical industry were an ideal foundation for his work as a financial advisor.
Attention to detail, good listening skills and great empathy are symbols of his appreciation for his clients. He is effectively 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.
John is a proud recipient of University XYZ’s MBA of Finance and was recently invited to join the Million Dollar Round Table. His focus is on doctors and health practitioners, golfers and winter sport professionals
He is happily married to his wife Jane and has two lovely daughters. Away from the business, John enjoys golfing, skiing and spending time with family and friends.
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