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How to Write a Strong Financial Advisor Bio

Valerie Rivera January 25, 2024

A professional works at her computer.

Clients today are looking for financial advisors who have expertise and experience, but they are also looking for someone who they can trust and connect with. A financial advisor’s bio is their first chance to establish credibility and demonstrate who they are as a person to begin building that connection.

To help you make the best first impression on your prospects, we’ve put together tips for writing a strong financial advisor bio and three examples to inspire your own.

Key Components of a Financial Advisor Bio

The first step in writing your bio is deciding what information to include. Here, we’ve listed the four key components of a powerful advisor bio. Start by making a list of the information that falls into these categories and prioritizing what you think is most important for your prospective clients to know.

1. Your “why”: Your bio is a place to tell your story. Think about why you became a financial advisor and why you’re passionate about your career. Is there a reason that you work with a particular niche of clients? What do you enjoy about helping clients? Including your “why” in your bio will show your prospects that you are authentic and interested in connecting with them.

2. Professional background: Your experience, education, and professional associations and memberships will help establish your credibility as a financial professional. There won’t be enough room to include all of your accomplishments in your bio, so make sure to prioritize the most important ones. Credentials that prospects will be looking for, such as a Certified Financial Planner™ designation, should be displayed prominently in your bio.

3. Areas of specialization: Having expertise in a specific area can help you stand out from other financial professionals. Including your niche in your bio will help ensure that you attract the type of client that you are looking to serve.

4. Personal background: While the focus of your bio should be your professional background and credentials, you can add a personal touch to help prospective clients get a peek at the real person behind the computer screen. Community involvement, volunteer work, or a few hobbies and interests are all types of personal information that you could briefly share.

Tips for Writing a Financial Advisor Bio

Once you have determined what information you want to include in your bio, it’s time to start writing. Here are five best practices to keep in mind as you write your bio.

1. Be clear and concise. Your goal is to give your clients an overview of who you are and what you do without overwhelming them with too much information. Though there is no one ideal length, a good guideline is to aim for around 100 words.

2. Be consistent. Your bio can be written in either first person or third person but be sure to pick one and stick with it. If you jump between first and third person, your bio will look unprofessional.

3. Keep it relevant. It is beneficial to weave in your personal background to help humanize you, but it shouldn’t be done at the expense of key professional background information. A good rule of thumb is to have two pieces of professional background for every piece of personal background that you include.

4. Set the right tone. Think about the tone that you want to set for your business. Whether you want to appear professional and serious or approachable and unpretentious, it should be reflected in your bio.

5. Update it as needed. Your bio isn’t set in stone after you write it. Revisit your bio at least once a year to add new milestones or certifications and ensure that it is still an accurate representation of who you are and what you offer clients.

3 Financial Advisor Bio Examples

Every financial advisor bio is unique because it conveys who that advisor is, what they do, and why they do it. If you’re looking for inspiration, here are a few examples of financial advisor bios to help you get started.

1. John Smith is a Certified Financial Planner™ with over two decades of experience in helping clients achieve their financial goals. He specializes in supporting families with investment management and retirement planning so they can stress less about the future and focus on living their best lives. When he’s not advising his clients, you can find him spending time with his family and volunteering in his community.

2. My name is Jane Brown, Managing Partner of Brown Wealth and Certified Financial Planner™. I founded Brown Wealth after watching my parents juggle their personal and professional finances in their small family business. This sparked my passion for empowering small business owners to make more informed decisions about their finances. I pride myself on being able to understand the challenges that small business owners face and provide tailored solutions for their unique needs. With my comprehensive wealth management solutions, my clients can rest assured that they are working towards their long-term goals.

3. Sarah Jones, Certified Financial Planner™ and Certified Financial Therapist™, is dedicated to transforming her clients’ relationships with money. She is known for incorporating financial therapy techniques into her practice to improve her clients’ financial well-being and empower them to take control of their financial lives. An expert in her field, Sarah has been recognized by several organizations for her work and has been quoted in top financial publications. If she isn’t in the office helping clients, you’ll find her enjoying the outdoors and hiking with her family.

Showcase Your Financial Advisor Bio

Now that you have a strong bio that reflects who you are and what you do, you can put it to use in your digital marketing. Besides your social media profiles, your advisor website is the primary platform you have to showcase your new bio. You can also look for opportunities to publish your bio in online directories, associations, and other sites where individuals search for advisors.

Ensure that your website is as strong as your new bio by reading our blog post, “Begin Your Digital Marketing Journey with a Strong Advisor Website.”

DISCLAIMER: The eMoney Advisor Blog is meant as an educational and informative resource for financial professionals and individuals alike. It is not meant to be, and should not be taken as financial, legal, tax or other professional advice. Those seeking professional advice may do so by consulting with a professional advisor. eMoney Advisor will not be liable for any actions you may take based on the content of this blog.

Image of Valerie Rivera
About the Author

Valerie Rivera, Senior Product Marketing Manager at eMoney Advisor, leads the go-to-market strategy for eMoney’s suite of business development solutions. Valerie began her career at eMoney in 2012 as an Account Executive and then a Live Trainer where she trained over 1,000 advisors on the eMoney platform – helping them drive success in their firms. In her spare time you can find Valerie outdoors--snowboarding, hiking, and mountain biking in her home in Colorado.

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