Skip navigation

Professional Bio

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Feb 2, 2009 6:22 pm

I’m working on updating my bio and I’m looking for some feedback/suggestions as to what I should include and how it should be presented.

<?: prefix = o ns = "urn:schemas-microsoft-com:office:office" /> 

The only place that Merrill Lynch allows my bio to appear online is on their pre-approved FA home page.  The address for my homepage will appear in my e-mail signature, my monthly newsletter and on my business card.  Since I can not post my bio anywhere else online, I will include links to it in from places such as LinkedIn or anywhere that it is appropriate.  In addition to the online bio, I will have printed fact sheets that I will include in hardcopy prospecting literature or handouts at events.

The purpose of the bio is to serve as a quick description of what I do and why I am qualified to work with a prospect/client.  I don’t expect the bio to be a huge business generator but in the past, clients and prospects have sent my bio to referrals as an initial introduction.

Here is the basic format that I used in the past:

1st paragraph

Years of experience

Degrees and schools from which they are held (MBA, BS)

Certifications (CFP, CRPC, CSNA)

2nd paragraph

Who I work with

What I specialize in

My process

My resources

3rd paragraph

Community/organizational involvement

I’m trying to find the balance between being informative and concise.  I doubt that the alphabet soup of certifications mean anything to the clients/prospects without a description of what they are/mean.  Has anyone seen them concisely described in a bio?

Thank you!


Feb 2, 2009 6:54 pm

I don’t think you’re B/D will let you explain the certifications in your bio.  Maybe I’m wrong, but usually they don’t allow that stuff.  I typically only see that in RIA websites/literature (they like to explain the CFP and why they “sit on the same side of the table” as the client).

Feb 2, 2009 7:12 pm

If you spend more than 10 minutes on this project, you’re a moron. 

Feb 2, 2009 7:41 pm

Hank, your wisdom is underwhelming.  I don’t think you are Putsy (read some old posts to understand what I mean), but you seem to get closer with each post.

Feb 2, 2009 7:59 pm

[quote=now_indy]Hank, your wisdom is underwhelming.  I don’t think you are Putsy (read some old posts to understand what I mean), but you seem to get closer with each post.[/quote]

Ok. I read putsy’s old posts. I don’t think I’m putsy, either. You have an outstanding grasp for the obvious.

Feb 2, 2009 9:21 pm

Actually Ferris, you nailed it completely. Your first sentence is exactly what I meant.  I wasn’t trying to insult Hank, just trying to let him know that his acting like one of the old guys on the Muppet Show is getting old.

Feb 2, 2009 10:33 pm

[quote=Ferris Bueller]He was implying that you are starting to turn into Putsy.  It was meant as an insult, but failed completely.  Gosh don’t you just feel awful now, Hank?[/quote]

My self-esteem is indexed to what is said about me on this board.