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Jun 27, 2009 11:53 am

 Just wondering if anyone has used a personal profile to pass out during seminars and to other prospective clients.  I'm thinking of keeping it short, possibly 4-8 pages depending on the style of the booklet.  It will touch on my professional experience and goals, as well as our firm's (indy) background and expectations.  We're moving to our new 5000 sq/ft office in September, and launching our website at the same time, so I figured I could touch on this stuff as well.

 Fortunately, I'm in a great position to market myself, as our region is very sports oriented.  Many of my accomplishments before this industry involved professional sports, including an NCAA Championship.  Returning to my home region has provided me with an abundance of connections and I would really like to capitalize on the opportunity.  Any ideas for an attractive, and not too tacky, professional profile or other marketing strategies?   Thanks in advance fellas...
Jun 28, 2009 4:48 am

If this personal profile is for seminars - I would keep it 3 paragraphs or less.  You want to have people come to your office to get very specific information; and not give them anything that could make them think what you do is the same or similar to other advisors.  So a semi-generic profile/brochure could easily tell a prospect that there isn’t much value in seeing you for a consultation of sorts - which wouldn’t be good.

Having a good marketing piece or two is a good idea, but only if it is unique.  If it’s the same as everyone else’s it will ultimately do more harm than good.

A great website is smart and if you do a brochure it would be better to give it to prospects after they’ve seen you for an initial meeting and have already scheduled a follow up to it.