Digital business card for financial advisers and planners
Digital name card for financial advisers and planners
Clients choose a financial adviser on trust, and trust starts with clear information: who regulates you, which services you offer and how you are paid. A digital profile keeps all of it in one place, opens from a tap or a QR code, and can be updated the day your permissions or fees change.
Good practice for advisers
Financial advice is regulated in most countries, and the rules usually require you to tell clients who you are authorised by, which services you may offer and how you are paid. The profile is a good place for that information, and for the register entry a client can check.
Keep marketing balanced: if you publish guides, include the risk warnings your rules require, and never ask for account numbers or investment details through a website form.
What to put on your profile
Your name, firm and the regulator and register number your market requires you to disclose.
The services you are authorised to provide, in plain words.
How you are paid (fees, commission or both) and your client agreement as PDFs in Documents.
A booking link for a first meeting and your office address.
Guides or newsletters you publish, with the risk wording your rules require.
Where the card gets used
First meeting
The client keeps your regulatory details and documents after the meeting, so nothing gets lost in a pile of brochures.
Seminars and workplace talks
Attendees scan the QR code and book a follow-up meeting from your profile.
Referrals
Accountants and solicitors who refer clients always have your current details.
Plan features that matter
Brand Presence covers the profile, documents, password protection and analytics.
Business Add-ons adds bookings, contact capture with consent, the CRM and data export.
Questions
Where do I show my regulatory status?
Add the regulator, register number and the services you are permitted to offer to your profile details or a document.
Can clients upload financial documents through the profile?
Use your firm’s secure client portal for documents; keep profile forms to contact details.
Can an advice firm equip the whole team?
Yes. Each adviser gets their own profile in the firm’s design. For five or more, ask us for a team quote.
