The goal is to convey meaning and invoke curiosity and relatability while maintaining a sense of credibility.īut I need to be credible, you say! I’m not a comedian, I deal with serious issues. The goal of a financial advisor bio isn’t to show off. When something doesn’t light people up, their already limited attention spans become infinitely shorter.
Look, I didn’t design human psychology this way. Why do professional baseball players, who hit a ball around in a park, make multiples of what the President of the United States makes? Have you ever noticed there’s a competitor who isn’t as smart or hardworking as you, but yet they are outdoing you? What is the goal of a financial advisor bio? The financial advisor bio is of limited value if all you’re going to do is restate your credentials and give people the straight facts without providing anything for them to emotionally attach to. After a while, the grandiose achievements and the credentials all sound the same.
Let me guess? You have been in the business for 20 years, before that you worked at XYZ financial firm, you hold the CFP® designation and the Series 7, you work with retirees and pre-retirees, you’re a fiduciary committed to your clients, you volunteer regularly in your community, and you enjoy traveling and cooking in your spare time. I have a weekly newsletter in which I talk about financial advisor lead generation topics which is best described as “fun and irreverent.” So please subscribe! Financial advisor bios are soooo boring!įinancial advisor bios all sound the same. I am a CFA® charterholder and I used to be a financial advisor. Whoo hoo! Listen to these tips and get an exciting biography that actually says something and makes the prospect say, “You know, he/she is really different and I want to talk to him/her!”įor those of you who are new to my blog/podcast, my name is Sara. Financial advisor bios really stink, but your doesn’t have to.
0 kommentar(er)
