Bio Intake Form

Comments

This field is for validation purposes and should be left unchanged.

BEFORE YOU BEGIN...

When it comes to website content, your bio is the one place where the “less is more” rule does not apply. Every prospect and client wants to know different things, so the best practice is to include as much information as possible.

When we write your bio with this form, we can only know what you tell us, so please be as detailed as possible and include any information you feel is relevant or interesting. And don’t be afraid to overshare! We will use our professional discretion to determine what is valuable for your bio and what can be left out.

Don’t worry about making it sound eloquent, either—that’s our job! Focus on speaking from the heart and sharing relevant information.

PROFESSIONAL INTRODUCTION

Preferred Name

Title

Tell us about your current role. How would you describe what you do to someone outside the industry?

What kind of clients do you love working with? / What are some commonalities you’ve noticed among your clients?

Is there a type of planning you really enjoy or specialize in (e.g., helping executives maximize their compensation plans, succession planning for business owners, etc.)? Describe how you help these people.

How would you describe your approach to serving clients (e.g., is it very educational; do they delegate everything to you, etc.)?

What do you think makes you great at what you do?

What is some common feedback you hear from clients about why they appreciate working with you?

Please include any other details you feel are important to who you are as an advisor/how you approach serving clients.

PROFESSIONAL BACKGROUND & EDUCATION

Please list any professional designations you hold (e.g., CFP®, CLU®, etc.).

List any secondary degrees, including the name of the school and major, if applicable (e.g., “Bachelor of Science, Economics – Clemson University”).

What year did you officially start in the financial planning industry, and did you join a firm or start your own practice? If you joined a firm then later started your own practice (or vice versa), please list both years.

What brought you to this career? What was your previous role(s) and why/how did you end up here? Please include the years you spent in each relevant role (e.g., “I worked at a local bank from 1998 to 2005…”).

INDUSTRY & COMMUNITY INVOLVEMENT

Please list any volunteer efforts or community involvement below (e.g., boards you serve on, charities you support, time spent volunteering, etc.). Please include the years and whether you are currently involved with the organization.

Example: OU Children’s Hospital Board Chair – 2017 - 2021, Volunteer basketball coach for Midland High School – 2023 - present, Volunteer at local food bank (2x/month) – 2024 - present.

Optional: Please describe why these causes are important to you.

PERSONAL LIFE

With this section, it’s important to be as detailed as possible! This helps prospects and clients see the “human” side of you and feel more connected with you. That said, we understand everyone has a different privacy threshold, so provide as much information as you feel comfortable with.

Where do you live and how long have you lived there?

Describe your family (spouse, kids, pets, etc. as applicable). If married, please describe how you met your spouse and the year you married. If you have kids, please include their ages/stage of life.

How do you like to spend your free time? / Who do you spend your free time with?

Please describe any additional hobbies/interests.

Do you have any favorite quotes/scripture/words to live by?

Please include any additional information you feel is important to who you are.