So you want to write a bio? Whether it’s for your website, your blog, or a professional networking site, a well-written bio can help you stand out from the competition. But what if you don’t know where to start? Never fear – here are eight tips to help you create a bio that will make people sit up and take notice.
Contents
1. Start With An Eye-Candy Introduction
Your bio is your chance to make a first impression, so you want to make sure it’s a good one. Grab your reader’s attention with an interesting opening line that will make them want to read more. For example:
“I’m not your typical financial planner.”
“I became a financial planner because I was sick of watching my friends and family make the same money mistakes over and over again.”
“Money might not be everything, but it sure does matter – especially when you don’t have any.”
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These are just a few examples to get you started. Be creative, and don’t be afraid to show a little personality in your opening line. It can go a long way in making you memorable.
2. Explain Your Role
Once you have your reader’s attention, it’s time to give them a little more information about what you do. Remember – your goal is to provide value, so make sure you explain how you can help your reader. For example:
“As a financial planner, I help people save for their future and reach their financial goals.”
“I work with clients to create a budget that fits their lifestyle and helps them stay on track.”
“I specialize in retirement planning, so I can help you figure out how much money you’ll need to have saved by the time you’re ready to leave the workforce.”
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Again, be creative and try to focus on the benefits of working with you. What can you do for your reader that no one else can?
Now it’s time to start getting personal. Your story is what makes you unique, and it’s an essential part of your bio. Why did you become a financial planner? What drives you to do what you do? What are your own personal financial goals? Sharing your story will help your reader connect with you on a personal level, and it will make you more relatable. For example:
“I became a financial planner because I watched my parents struggle with money my entire life.”
“I’ve always been good with numbers, but what I really enjoy is helping people use their money in a way that improves their lives.”
“I’m passionate about financial planning because I know what it’s like to live paycheck to paycheck. I want to help people avoid that stress and anxiety.”
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Be honest, be vulnerable, and be yourself. Your story is what makes you who you are, so don’t be afraid to share it.
4. Highlight Your Experience
Of course, your readers will want to know that you’re qualified to give them financial advice. So make sure you highlight your experience in your bio. What kind of education and training do you have? What kind of work have you done in the past? Do you have any specialties or areas of expertise? For example:
“I’m a Certified Financial Planner™ with over 20 years of experience in the industry.”
“I’ve worked with clients of all ages and all walks of life, from stay-at-home moms to small business owners to corporate executives.”
“I have a deep understanding of investment strategies and risk management, which I use to help my clients reach their financial goals.”
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Again, focus on the benefits of working with you. What can you offer your reader that someone else can’t?
5. Detail Your Approach
Your readers will also want to know how you work. Do you meet with clients in person or over the phone? Do you work with individuals, couples, or families? Do you provide one-time consultations or ongoing planning services? And most importantly, what can they expect when they work with you? For example:
“I take a hands-on approach to financial planning, working closely with my clients to develop a personalized plan that meets their unique needs.”
“I believe that financial planning is a journey, not a destination. I work with my clients on an ongoing basis, making adjustments as their needs change over time.”
“I offer comprehensive financial planning services, from investment advice and retirement planning to estate planning and risk management.”
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Be as specific as possible in your bio. The more information you can provide, the better.
6. Include Your Contact Information
Last but not least, make sure you include your contact information in your bio. This may seem like a no-brainer, but you’d be surprised how many bios forget to include this essential piece of information. So be sure to list your email address, phone number, and website URL so that your readers can easily get in touch with you.
Conclusion
That’s it! By following these simple tips, you can write a financial planner bio that will help you attract new clients and grow your business. So what are you waiting for? Get started today!
