How to Write Financial Advisor Bios with Examples

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Your financial advisor biography is a critical part of your marketing strategy. It’s the first impression potential clients will see, and it can make or break their decision to work with you.

A good bio should be short, simple, and move readers to your desired next step. Think about it this way: your bio is like a sales pitch, and you only have a few seconds to make your case.

You’ve spent time and money to get people to land on your website or contributor page and don’t want them to bounce off because of a long, boring bio.

What should I include?

A bio might feel as relevant as directions for the installation of a refrigerator, or it could be so intimate it should look like a diary entry – both miss the mark. A two-part, one-part rule could help: two-part professional background to every one personal.

Here are some details on how to write a biography that will make your first impression a success:

First person or third person

For many years, people knew this would all sound professional, and for a while, they thought this way: It has a good advantage and can help you stop resenting bragging.

The third person can give me also the impression you have people for this – so the Company has a sufficient bench full of content writers to free you to focus on clients relations and advice.

Whatever your approach be consistent! Jumping between the first person and third person is uncomfortable to read and looks sloppy.

How long should your bio be

A good rule of thumb is to keep it to around 100-200 words. You want to give your readers a snapshot of who you are and what you do, without overwhelming them with too much information.

That being said, there is no hard and fast rule – if you have a lot to say, go ahead and make your bio longer. Just make sure it’s interesting and engaging from start to finish.

How do you write a financial advisor bio?

Here are a few tips for writing an advisor bio that will help you win new clients.

1 . Start with your name and primary title.

This may seem like a no-brainer, but starting with the basics is important. Include your full name and any relevant credentials or titles (e.g., Certified Financial Planner™, Chartered Financial Analyst®, etc.). If you have a nickname that you go by professionally, feel free to include that as well.

2. Keep it short and sweet.

Financial advisors should have a bio no more than a few sentences long. Potential clients don’t want to read a novel; they just want to get a sense of who you are and what you can do for them.

Be clear and concise, and focus on the most important information.

3. Highlight your experience and accomplishments.

Your bio is a chance to showcase your achievements and expertise. Include information about your education, professional background, and any awards or recognition you’ve received.

If you have any specialties or areas of focus, be sure to mention them as well.

4. Tell your story.

People want to work with financial advisors who they can relate to and trust. Use your bio to tell your personal story and explain why you became a financial advisor.

What drives you? What are your values? Why do you care about helping people with their finances?

Answering these questions will help build rapport with potential clients. The more you can relate to your target audience the better.

5. Use keywords strategically.

Your advisor bio is an important marketing tool, so be sure to include keywords that potential clients might search for. Think about what sets you apart from the competition and focus on those keywords.

6. Be professional but personable.

A bio that sounds like you should be used, but it must also be professional.

Don’t use slang or too much humor; you want to come across as someone people can trust with their money. At the same time, you don’t want to be too stuffy or formal.

Be yourself and strike a balance that feels natural to you.

7. Always end with a strong call to action.

You always want to guide potential clients in the right direction, so tell them what you want them to do next.

Do you want them to visit your website? Contact you for a consultation? Fill out a form on your page? Subscribe to your newsletter?

Don’t leave it to chance. Make the ask.

When writing your biography, keep these tips in mind and you’re sure to create a professional bio that will help you win new clients.

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Financial planner bio template

Here is a template you can follow to make creating your bio simpler since most can agree that writing about yourself is not always the easiest thing to do.

  • Name:
  • Professional experience:
  • Education:
  • Community involvement:
  • Hobbies and interests:
  • Volunteer work:
  • Professional associations and memberships:
  • Personal information (tell us a little about yourself!):
  • Call to Action:

This template will help you to cover all of the important aspects of your professional life while also giving the reader a sense of who you are as a person.

Only use what’s relevant to what you want to accomplish with your bio. Remember to keep it positive, professional, and informative!

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Financial Advisor Bio Example

An example of a professional bio will look something like this:

Example 1

“I am a certified financial advisor with years of experience in the field. I have worked with a variety of clients, from individuals to businesses, and have helped them achieve their financial goals. I am knowledgeable in a variety of financial topics, including investment planning, retirement planning, and tax planning. One of the aspects I love most is educating others on how to maximize their finances and I give away everything I know on my Financial Insider Newsletter. Subscribe here.”

This works because it:

  • Shows professional experience and knowledge in the field
  • States what the advisor does (certified financial advisor, helps with various types of clients, offers a range of services, gives away financial advice)
  • Talks about some interesting aspects and professional activities (subscribing to a newsletter)

Example 2

“Cary is a financial advisor who believes in working closely with her clients to develop a deep understanding of what they really need and want. She takes the time to learn about their families, their businesses, and their goals for the future. Cary has been recognized by several organizations for her work in financial planning and has also been quoted in various financial publications. Learn more about her firm at”

This bio works because it:

  • Describes what kind of financial advisor Cary is (one who believes in getting to know her clients)
  • Highlights some of her accomplishments (awards, quotes in financial publications)
  • Provides a call to action (visit her website to learn more)

Both of these bios are effective because they show the financial advisor’s experience and what they can offer potential clients. They are also both positive and have a professional tone.

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Telling your story

Telling a good story is one of the most important things financial advisors can do. When someone is looking to hire a financial advisor, they want to know who you are, what makes you unique, and what you can offer them.

You don’t want to come across as just another advisor. Your story is one that can’t be replicated. Use that to connect with a potential client.

Your bio is your chance to make a great first impression and capture the attention of prospective clients. It’s also a chance to share your story and show them why you’re passionate about financial planning.

Some things to keep in mind when writing your advisor bio:

  • Share your experience and education, but focus on what you can offer clients, not just what you know.
  • Talk about your goals and how you help clients achieve theirs.
  • Share yours or a clients zero to hero story.
  • Use simple language and avoid financial jargon.
  • Keep it updated regularly, as your experience and story change.

By including these elements in your advisor bio, you’ll give prospects a snapshot of who you are and what you can do for them. And that’s exactly what you want to achieve when writing your professional bio.

Leave them wanting more

Advising is not a simple transactional profession but more like a relationship-based one, as you know. Trust is the currency in these relationships.

It’s a courageous move to tell someone about you. Your bio shows prospects you are ready to take the first step and offer your hand.

When creating a call to action, think about what you want your reader to do. You may want them to visit your website, call you, or email you for more information. Your call to action should be clear and easy to follow.

Prospects can read your bio, connect with you on social media, and even download your white paper or e-book from your website. You want to make it easy for them to take the next step.

Your financial advisor bio is a great opportunity to showcase your skills and expertise. Use it to show potential clients what you can do.

Final thoughts

When creating your financial advisor bio, it’s important to keep in mind the overall tone you want to set for your business.

Are you professional and serious? Or are you more approachable and down-to-earth? Whatever tone you choose, make sure your bio reflects that.

There is no wrong way to write a financial advisor bio, as long as it is accurate and paints you in the best light possible.

By following the tips above, you can be sure that your financial advisor bio will help you attract new clients and grow your business.

Small steps can make a big difference when it comes to your bios content, website, social media, LinkedIn in particular, and any other form of digital marketing you choose.

By taking the time to focus on your marketing plan and implementing a few key strategies, you can see a real return on your investment.