How do you describe a financial advisor?

Written By Steven J. Wilson

"Delivering the knowledge you need to succeed."

A financial advisor is someone who helps people save and invest their money. They also help people manage their finances and make financial decisions aligned with their overall goals.

Financial advisors typically have a bachelor’s degree in finance or a related field.

Some also have a master’s degree in business administration (MBA) or a Certified Financial Planner (CFP) designation.

How to make it easy for people to understand what you do as a financial advisor

Whether you are meeting someone in person or creating a bio or website profile, it’s essential to be able to explain what you do as a financial advisor in a way that is easy for others to understand.

Here are a few tips:

Use plain language and avoid jargon

When you use jargon or technical terms, you run the risk of overwhelming or confusing people.

Instead, stick to using plain language that everyone can understand.

Be specific about what you do

When you’re specific about what you do, people are more likely to understand what you do and how you can help them.

For example, instead of saying that you help people with their finances, say that you help people save enough to retire early or invest in a rental property.

Use examples and stories

People are more likely to remember and understand what you do if you use examples and stories to illustrate your point.

For example, you could tell a story about a client who was able to retire early because of the financial decisions you helped them make.

Stories sell, and people love them. So, don’t be afraid to use them when explaining what you do as a financial advisor.

Focus on the benefits

When you explain what you do, be sure to focus on the benefits for the person you’re talking to.

Find your ideal client’s pain points and address them when discussing the benefits of working with you.

Your ideal clients are the ones that you are best suited to help and who will also benefit the most from your services. To find out what their pain points are, you can:

Ask them directly – You can ask your clients or potential clients about their most significant financial concerns. This can be done in a one-on-one conversation, survey, or focus group setting.

Do your research – You can also research your ideal client’s demographics and life stage to get an idea of their pain points.

For example, if you work with clients nearing retirement, their most significant pain point might be ensuring they have enough saved to cover their costs in retirement.

Once you know their pain points, you can address them when discussing the benefits of working with you.

Offer resources

Getting clients as financial advisor revolves a lot around trust.

Having resources to offer potential clients, such as a blog, newsletter, or e-book, can help you establish trust and demonstrate that you know what you’re talking about.

These resources can also be helpful in explaining what you do as a financial advisor.

And if you create them correctly, they will directly focus on the client’s needs and how you, as a financial advisor, can help them to ease those specific pain points.

Following these tips makes it easy for people to understand what you do as a financial advisor. And when people understand what you do, they are more likely to trust you and seek your services.

Additional articles on this topic

How To Write A Financial Advisor Bio With Examples

How do you introduce yourself as a financial advisor?

How to write an Instagram bio for financial advisors?