How to Craft the Perfect Bio as a Financial Professional

Are you ready to create a bio for your new social media profile but unsure of where to begin? It’s easy to get overwhelmed. After all, you’re an expert on your personal experiences and abilities, but what are your ideal clients looking for in this section? We’re here to make sure you provide the right information in the right amounts to convince prospects that you are the financial professional for them.

Why a Bio is a Necessity

You only get one chance to make a first impression! In today’s digital world, this is often the first time a prospect will come in to contact with you. This is the perfect opportunity for you to introduce yourself and establish a long-lasting relationship with someone interested in your industry.

Step 1: Who are you?

This may seem basic, but to others you’re a stranger! Start off strong by listing your name and title. After that, make sure you highlight how you can be contacted. Include your phone number, e-mail, and website to make contacting you as simple as possible. Additionally, include geographical keywords and your business’ name to establish credibility as a real-life financial professional.

Step 2: What do you do?

To make sure you secure your ideal clients, highlight your main services in a concise and clear manner. Narrow it down to the main services you offer and add them to your bio in a list style. You want to make it clear that you are here to meet a client’s direct needs without losing them in an overwhelming amount of unnecessary information.

Additionally, it’s important to make yourself credible with your experience, but you must figure out what information is necessary to the end user. Include your accomplishments that set you apart, but don’t write a novel. Instead, focus on what you do today and reflect upon the high points that got you to where you’re currently at.

Step 3: Who do you serve?

You could say that you’re a financial professional. But wouldn’t it be stronger to say that you’re a financial professional who helps parents send their kids to college? Or that you help small business owners make their goals a reality? If you want to attract your target audience, you need to show them that you specialize in their specific type of financial need. This sets you apart as a specialist from competitors who haven’t gone the extra mile to make these clients feel welcomed.

While social media may be uncharted territory for you, an online presence will give you advantages that you can’t even imagine! By crafting the perfect bio, you will kickstart a conversation that introduces the benefits you have to offer to prospective clients. Don’t be afraid to draft a few versions, test them out, and get feedback from others. You never know who might stumble across your profile!

#4 Establishing Trust

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Producers should follow the approval requirements of the carriers they represent and their broker/dealer and registered investment adviser, if applicable.

TC18602 (12/18) Designed for Financial Professionals.

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