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Color does more than make a website look good - it lays the foundation for an enjoyable experience for its viewers. Advisor Websites™ is a global leader in website software for the financial and insurance industries. Well, a while back, we posted an article on how to write an effective biography for your financial website. If you decide to use one of the free financial biographies, we would love to hear from you. Loic is the Sales and Marketing Director at Advisor Websites where he is responsible for continuous refinement, testing, and execution of the company’s go to market strategy. Oh sorry…reading your post again, I realize that you provided two separate bio examples. I like the bios… and as bios are important (the about us page is read 2nd after the home page), many people, like me, need to see bios of the owner (and their team members) that talk more to their training, credentials, etc.


You are absolutely right – the bio page of an advisors sight is one of the most important! Our award-winning web-based platform is used by professionals including Financial Advisors, Registered Investment Advisors (RIA), Certified Financial Planners (CFP), Insurance Agents and Brokers to create and manage compliant and user-friendly websites. You can share your website with us on twitter and our team will let you know what they think of your biography. We are sure there are some advisors out there who may be having a difficult time creating financial biography content for their website and will appreciate it.
We strongly encourage you to verify any content and information you use with your own compliance department or legal counsel. This includes optimizing the company’s sales approach (direct sales, partner based, web-based, etc.) and its implementation.
Planning to use some portions of your text as I’m new to this financial business (just started part time).


However, did you realize that paragraph six basically repeats what has already been stated? We try very hard to update our blog with valuable, educational tools and resources for the financial community.
Many of them happily applied the suggestions to their own financial website biography. In light of this response and the obvious need for more guidance in this area, we thought it would be helpful to share with you some free sample biographies for financial advisors. They are tailored to be easily personalized with your name, designations, title, experience, etc… Again, these are totally free to use. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it.



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