An important element of being listed on AdvisoryInc.com is to allow clients and prospects to instantly get to know more about you. While constructing your individual profile, bear in mind to keep it effectively concise and incisive. Focus on the current rather than the past.
Your profile is one of your most powerful marketing tools. It is the first textual impression of you, and you want to present it correctly.
Introduction (1 paragraph)
State your academic qualifications. If it’s sizeable, state the number of years you have been in the industry. Briefly summarise your professional goals and philosophies.
Body (1 paragraph)
If you specialise in any particular field, begin with a mention of it. Include any relevant awards or recognitions you have received in your line of work; omit any that are not relevant knowledge for clients or prospects. State any particular skills or qualifications that sets you apart from other advisors – this could be in the form of certification or a case where you managed to raise the bar in the industry or pushed through a problematic claim for a client.
Conclusion (1 paragraph)
State some personal details to soften the profile and for you to be remembered more easily – for example: if you’re married, have children, your interests and hobbies, or have you backpacked across the world and so on.
Sample Profile
John Tan began his career with XYZ Financial Institution in 2000. He was then studying in Brown University. Upon graduation with an Economics degree, he was offered a job in the civil service but chose a career in personal financing and insurance. He believes in the altruistic aspect of insurance, and his strong work philosophy has won him clients from many aspects of life.
John is a specialist in Investment-linked as well as health insurance. He enjoys the process of helping others find security and stability in their lives. He has attained the Accredited Financial Planner (AFPCM) designation, and is working towards the acme in financial planning – Certified Financial Planner (CFPCM). His assiduous nature has seen him push through many difficult cases, adding value to his clients over and beyond expectations.
Determined to set his personal bars high, Paul is preparing for greater responsibility in a managerial capacity. He is guided by integrity and compassion in his work, and enjoys pushing his boundaries by engaging in the extreme sports of wakeboarding and mountain-climbing.
