{"id":4470,"date":"2018-01-26T07:16:29","date_gmt":"2018-01-26T07:16:29","guid":{"rendered":"https:\/\/financialtechtools.ca\/?p=4470"},"modified":"2022-07-27T17:54:12","modified_gmt":"2022-07-27T17:54:12","slug":"writing-your-biography","status":"publish","type":"post","link":"https:\/\/financialtechtools.ca\/writing-your-biography\/","title":{"rendered":"Writing your biography (for advisors!)"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; theme_builder_area=&#8221;post_content&#8221; _builder_version=&#8221;4.14.2&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;2px|||||&#8221;][et_pb_row _builder_version=&#8221;4.14.2&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column _builder_version=&#8221;4.14.2&#8243; _module_preset=&#8221;default&#8221; type=&#8221;4_4&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_image src=&#8221;https:\/\/www.financialtechtools.ca\/wp-content\/uploads\/2022\/05\/writingYourBiographyFacebook.jpg&#8221; _builder_version=&#8221;4.14.2&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221; title_text=&#8221;writingYourBiographyFacebook&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.14.2&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_column _builder_version=&#8221;4.14.2&#8243; _module_preset=&#8221;default&#8221; type=&#8221;4_4&#8243; theme_builder_area=&#8221;post_content&#8221;][et_pb_text _builder_version=&#8221;4.14.2&#8243; _module_preset=&#8221;default&#8221; theme_builder_area=&#8221;post_content&#8221; hover_enabled=&#8221;0&#8243; sticky_enabled=&#8221;0&#8243;]<\/p>\n<p>When I get started on a website, I always ask the advisor if they have a bio available..<\/p>\n<p>The answer I usually get is.. \u201cNo but I\u2019ll write one up-\u201d and then weeks later it doesn\u2019t happen.<\/p>\n<p>But that\u2019s okay, it\u2019s hard to write about yourself, especially when you\u2019re trying to:<\/p>\n<ol>\n<li>Share your services<\/li>\n<li>Sound like a professional<\/li>\n<li>Be an expert<\/li>\n<li>Differentiate yourself<\/li>\n<li>\u2026 and still have a personality<\/li>\n<\/ol>\n<p>all in a few succinct paragraphs\u2026<\/p>\n<p>Yikes.<\/p>\n<p>So this is what I use on a regular basis with our advisors. A questionnaire to get the a \u201cjump-start\u201d on writing your bio.<\/p>\n<p>Personally, I find it easier to answer questions than just to start writing about myself and I send this to almost every advisor I deal with to get the \u201cbrain juices\u201d flowing on starting that bio. The feedback has been great because \u201cSurprise!\u201d it actually works.<\/p>\n<p>Here\u2019s our\u00a0questionnaire\u00a0to help you get started on your bio- be it for your website or you\u2019re looking to revamp your bio.<\/p>\n<ul>\n<li>How did you get started in the business?<\/li>\n<li>How long have you been in the business?<\/li>\n<li>Prior to being in financial services, what was your career experience and how do you think this experience has helped you in your current position?<\/li>\n<li>What would you say is the main focus of your business?<\/li>\n<li>Courses and Education- have you completed courses towards designations or attended any seminars for CE Credits, could you please list some?<\/li>\n<li>Have you been quoted in media?<\/li>\n<li>Volunteer work\/Philanthropy- are you involved or have any interest in any specific organizations?<\/li>\n<li>Honors and Awards?<\/li>\n<li>Hobbies? (Ex. Sports)<\/li>\n<li>Family Life- children, pets?<\/li>\n<\/ul>\n<p>We also have a more in-depth guide on writing a professional bio that you can download, but the questions are the Coles\u2019 note version of the guide\u2026 and sometimes a little easier to get through than the guide.<\/p>\n<p>Did I mention that this is also one of the most important pages on your website? When I look at a financial advisor\u2019s website, one of the highest viewed pages is the \u201cAbout\u201d page so make sure you spend some quality time on your bio.<\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>What? I have to write a bio about myself as a financial advisor? Where do I start?<\/p>\n","protected":false},"author":1,"featured_media":4474,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"on","_et_pb_old_content":"[av_image src='https:\/\/www.financialtechtools.ca\/wp-content\/uploads\/2018\/01\/writingYourBiographyFacebook.jpg' attachment='4472' attachment_size='full' align='center' styling='' hover='' link='' target='' caption='' font_size='' appearance='' overlay_opacity='0.4' overlay_color='#000000' overlay_text_color='#ffffff' animation='no-animation' admin_preview_bg=''][\/av_image]\n\n[av_textblock size='' font_color='' color='' av-medium-font-size='' av-small-font-size='' av-mini-font-size='' admin_preview_bg='']\n<div><\/div>\n[\/av_textblock]\n\n[av_textblock size='' font_color='' color='' av-medium-font-size='' av-small-font-size='' av-mini-font-size='' admin_preview_bg='']\nWhen I get started on a website, I always ask the advisor if they have a bio available..\n\nThe answer I usually get is.. \"No but I'll write one up-\" and then weeks later it doesn't happen.\n\nBut that's okay, it's hard to write about yourself, especially when you're trying to:\n<ol>\n \t<li>Share your services<\/li>\n \t<li>Sound like a professional<\/li>\n \t<li>Be an expert<\/li>\n \t<li>Differentiate yourself<\/li>\n \t<li>... and still have a personality<\/li>\n<\/ol>\nall in a few succinct paragraphs...\n\nYikes.\n\nSo this is what I use on a regular basis with our advisors. A questionnaire to get the a \"jump-start\" on writing your bio.\n\nPersonally, I find it easier to answer questions than just to start writing about myself and I send this to almost every advisor I deal with to get the \"brain juices\" flowing on starting that bio. The feedback has been great because \"Surprise!\" it actually works.\n\nHere's our\u00a0questionnaire\u00a0to help you get started on your bio- be it for your website or you're looking to revamp your bio.\n<ul>\n \t<li>How did you get started in the business?<\/li>\n \t<li>How long have you been in the business?<\/li>\n \t<li>Prior to being in financial services, what was your career experience and how do you think this experience has helped you in your current position?<\/li>\n \t<li>What would you say is the main focus of your business?<\/li>\n \t<li>Courses and Education- have you completed courses towards designations or attended any seminars for CE Credits, could you please list some?<\/li>\n \t<li>Have you been quoted in media?<\/li>\n \t<li>Volunteer work\/Philanthropy- are you involved or have any interest in any specific organizations?<\/li>\n \t<li>Honors and Awards?<\/li>\n \t<li>Hobbies? (Ex. Sports)<\/li>\n \t<li>Family Life- children, pets?<\/li>\n<\/ul>\nWe also have a more in-depth guide on writing a professional bio that you can download, but the questions are the Coles' note version of the guide... and sometimes a little easier to get through than the guide.\n\nDid I mention that this is also one of the most important pages on your website? When I look at a financial advisor's website, one of the highest viewed pages is the \"About\" page so make sure you spend some quality time on your bio.\n[\/av_textblock]\n\n[av_hr class='default' height='50' shadow='no-shadow' position='center' custom_border='av-border-thin' custom_width='50px' custom_border_color='' custom_margin_top='30px' custom_margin_bottom='30px' icon_select='yes' custom_icon_color='' icon='ue808' av-desktop-hide='' av-medium-hide='' av-small-hide='' av-mini-hide='']\n\n[av_codeblock wrapper_element='' wrapper_element_attributes='']\n<!-- Begin MailChimp Signup Form -->\n\n<style type=\"text\/css\">\n\t#mc_embed_signup{background:#fff; clear:left; font:14px Helvetica,Arial,sans-serif; }<br \/>\t\/* Add your own MailChimp form style overrides in your site stylesheet or in this style block.<br \/>\t   We recommend moving this block and the preceding CSS link to the HEAD of your HTML file. *\/<br \/><\/style>\n<div id=\"mc_embed_signup\"><form id=\"mc-embedded-subscribe-form\" class=\"validate\" action=\"https:\/\/FinancialTechTools.us16.list-manage.com\/subscribe\/post?u=abc1f0034c3d9049ce244f16a&amp;id=5682fc1566\" method=\"post\" name=\"mc-embedded-subscribe-form\" novalidate=\"\" target=\"_blank\">\n<div id=\"mc_embed_signup_scroll\">\n<h2>Download the \"Writing an Effective Advisor Biography\" Guide<\/h2>\n<div class=\"indicates-required\"><span class=\"asterisk\">*<\/span> indicates required<\/div>\n<div class=\"mc-field-group\"><label for=\"mce-EMAIL\">Email Address <span class=\"asterisk\">*<\/span>\n<\/label>\n<input id=\"mce-EMAIL\" class=\"required email\" name=\"EMAIL\" type=\"email\" value=\"\" \/><\/div>\n<div class=\"mc-field-group\"><label for=\"mce-FNAME\">First Name <span class=\"asterisk\">*<\/span>\n<\/label>\n<input id=\"mce-FNAME\" class=\"required\" name=\"FNAME\" type=\"text\" value=\"\" \/><\/div>\n<div class=\"mc-field-group\"><label for=\"mce-LNAME\">Last Name <span class=\"asterisk\">*<\/span>\n<\/label>\n<input id=\"mce-LNAME\" class=\"required\" name=\"LNAME\" type=\"text\" value=\"\" \/><\/div>\n<div id=\"mce-responses\" class=\"clear\">\n<div id=\"mce-error-response\" class=\"response\" style=\"display: none;\"><\/div>\n<div id=\"mce-success-response\" class=\"response\" style=\"display: none;\"><\/div>\n<\/div>\n<!-- real people should not fill this in and expect good things - do not remove this or risk form bot signups-->\n<div style=\"position: absolute; left: -5000px;\" aria-hidden=\"true\"><input tabindex=\"-1\" name=\"b_abc1f0034c3d9049ce244f16a_5682fc1566\" type=\"text\" value=\"\" \/><\/div>\n<div class=\"clear\"><input id=\"mc-embedded-subscribe\" class=\"button\" name=\"subscribe\" type=\"submit\" value=\"Subscribe\" \/><\/div>\n<\/div>\n<\/form><\/div>\n<script type='text\/javascript' src='\/\/s3.amazonaws.com\/downloads.mailchimp.com\/js\/mc-validate.js'><\/script><script type='text\/javascript'>(function($) {window.fnames = new Array(); window.ftypes = new Array();fnames[0]='EMAIL';ftypes[0]='email';fnames[1]='FNAME';ftypes[1]='text';fnames[2]='LNAME';ftypes[2]='text';}(jQuery));var $mcj = jQuery.noConflict(true);<\/script>\n<!--End mc_embed_signup-->\n[\/av_codeblock]","_et_gb_content_width":"","_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","content-type":"","_jetpack_memberships_contains_paid_content":false,"footnotes":""},"categories":[25,47,40,159,42,44,29,30,94,77,90],"tags":[],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/financialtechtools.ca\/wp-content\/uploads\/2018\/01\/writingYourBiographyfeaturedImage.jpg","_links":{"self":[{"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/posts\/4470"}],"collection":[{"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/comments?post=4470"}],"version-history":[{"count":2,"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/posts\/4470\/revisions"}],"predecessor-version":[{"id":14633,"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/posts\/4470\/revisions\/14633"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/media\/4474"}],"wp:attachment":[{"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/media?parent=4470"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/categories?post=4470"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/financialtechtools.ca\/wp-json\/wp\/v2\/tags?post=4470"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}