Tips to Improve Your Listing

Create an enhanced listing that will connect you with consumers wishing to establish a financial planning relationship.

  • Provide a professional personal photograph within your listing. You should submit a jpeg or gif file at a minimum resolution of 72 dpi. The system will automatically reduce the image size so it properly fits into the listing.
  • Add a company logo to your listing. You can submit a jpeg or gif file at a minimum resolution of 72 dpi. This will display on the results page and will draw additional attention to your listing. The system will automatically reduce the image size so it properly fits into the listing.
  • Provide ample information about your practice that describe your financial planning philosophy, ideal clients, professional experience and outline any expectations for the prospective client.
  • Be sure to complete each of the sections of your listing.
    •  Offering Advice Since (demonstrate your experience)
    •  Areas of Specialty (how you can better match their personal needs)
    •  Investment Adviser Registration, Licenses, Certifications and Affiliations (demonstrates your experience and commitment to the profession through your certifications, securities and insurance licenses as well as any broker-dealer affiliation)
    • Education (degrees, area of study, and university can provide you with an opportunity to connect with alumni and demonstrates your commitment to education)
    • Charges to Clients for Services (Highlight the charges you control and those you do not)
    • Compensation (Highlight the method in which you are compensated and how that relates to the potential client)
    • Miscellaneous (this is a good place to cover continuing education requirements, the ability to provide references, and initial consultation discounts).
  • Include the minimum assets and/or income for an ideal client. This will help connect you with your targeted audience. You may wish to provide some additional information on assets in the "About Your Practice" section.
  • Check other planner listings.

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