Your adviser profile biography

Promote yourself to prospect clients

Your adviser profile is your space on Quilter.com to showcase your services and promote yourself to prospect clients. Your biography will appear at the top of your adviser profile and is your opportunity to introduce yourself.

See an example profile using our ‘find our adviser’ tool

How to complete your adviser profile biography

We ask you to complete the digital profile form to let us know what you’d like to say in your biography. Here are three tips to follow to get it right first time.

Tip 1
Tip 2
Tip 3

Tip 1

This makes your profile feel more personal and helps potential clients to connect with you.

Tip 2

This prevents your profile becoming out of date as you gather additional years of experience.

Tip 3

Your “biography intro” is the opening paragraph as the top of the profile, under the heading ‘A little bit about ‘your name’.

Example biography:

Keep your biography to a maximum of 75 words.
Include the key details you want potential clients to see, including what type of advice you provide and any specialist areas of advice.
Make your wording approachable and welcoming.

Your “extended bio” can be seen by clicking on the ‘More about me’ tab.

Example extended biography:

This is your space to let clients know a little bit more about yourself, such as your approach to advice, what financial planning means to you and what clients can expect.
There is no limit on word count but remember to keep it concise to give the best experience.
It’s also nice to end with a little bit about what you like to do outside of work, talk about your family and other relevant interests you have.

Hints and tips for writing a good adviser profile biography

It can be a challenge to promote your successes without appearing arrogant. To do this, focus on the client and keep your wording humble.

Instead of this	Do this
I was adviser of the year in my last firm, successfully completing the highest amount of pension transfer business.	I’m lucky to have gained considerable experience in pension planning, helping many clients feel clearer about their options and more confident about retirement.

Including some personal information about yourself, such as your hobbies and interests, can help clients connect with you. Keep this high level to avoid saying anything contentious or off-putting.

Instead of this	Do this
I spend most weekends at the footie where I’m a die-hard Manchester United Fan.	I’m passionate about sport and particularly enjoy watching football in my spare time.

If you haven’t been an adviser for very long, it can be better to focus your profile on why you’re passionate about helping clients and what you enjoy about being an adviser, rather than length of service.

Instead of this	Do this
I have worked as an adviser for just over a year after working as a trainee adviser for six months.	I get satisfaction from being able to help clients make the right choices and seeing them grow in financial confidence.

Avoid cognitive overwhelm	Talking in technical terms about the complexities and process of financial planning may feel daunting for clients. Instead, avoid jargon, keep it simple, and describe how you’re going to make getting advice easy and straightforward.
Concretisation (keep it real)	When you talk about advice, always describe the benefits for potential clients and be clear about what they can expect so they can visualise taking the next step with confidence.
Reciprocity	Thanking clients for reading your bio is a great way to either begin or end your profile and start building a good relationship from the beginning.

Promote yourself to prospect clients

How to complete your adviser profile biography

Tip 1

Tip 2

Tip 3

Example biography:

Example extended biography:

Hints and tips for writing a good adviser profile biography

Keep it humble

Keep personal information high level and professional

If you don’t have much experience – focus on why you became an adviser

Apply some behavioural science to connect with potential clients

Promote yourself to prospect clients

How to complete your adviser profile biography

Tip 1

Write your biography as if it’s coming from you, in the first person (using me/I)

Tip 2

If you’re referring to length of service/experience, specify the date rather than counting the number of years

Tip 3

Supply your profile information divided into two sections; “Biography intro” and “Extended bio”

Example biography:

Example extended biography:

Hints and tips for writing a good adviser profile biography

Keep it humble

Keep personal information high level and professional

If you don’t have much experience – focus on why you became an adviser

Apply some behavioural science to connect with potential clients