The Intentional Advisor

There's a Reason Your Bio Feels Stiff

Maybe you didn't write it. Maybe someone in marketing wrote it for you. Maybe you copied the structure from another advisor. Or maybe you simply thought “professional” meant removing every trace of your personality.

• Start by writing your own messy version.
• Capture the way you actually think and speak.
• Then let a writer or marketing professional help you refine the structure; not invent the person.

Your story should come from you. The polish can come later.

If you're ready to sound like yourself online, enroll in the IMPLEMENTATION Archives and work through the Bold Bio training.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

What Do You Want People to Feel?

Here's a question most advisors don't ask when writing their bio: How do I want someone to feel after reading this?

Because your brand isn't just about information. It's about emotion.

• Do you want prospects to feel calmer?
• More confident?
• Understood?
• Hopeful?
• Like they've finally found someone who gets it?

Once you know the feeling you want to create, your words, visuals, website, and client experience can begin working together.

Go beyond “writing a bio” and build a more intentional message inside the IMPLEMENTATION Archives. Enroll in the Bold Bio training today.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

What Three Words Describe Your Practice?

This is our 3rd and last week of the series, “Write Your Bold Bio. If I asked you to describe your practice in three words, could you answer without reaching for industry jargon? It's a surprisingly useful exercise.

• What words describe how you work?
• What words describe the experience you want clients to have?
• What words reflect the values behind your practice?

Those words can become threads that run through your bio, website, client experience, and marketing. Your brand doesn't have to be complicated. Sometimes you just need to identify the language that already fits.

Want to uncover yours? The IMPLEMENTATION Archives include the Bold Bio process to help you work through it. Enroll today.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

One Story. Multiple Bios.

You shouldn't have to reinvent yourself every time someone asks for a bio. Your story stays relatively consistent. What changes is the purpose.

• Your LinkedIn bio can be conversational and personal.
• Your speaker bio may need to establish expertise quickly.
• Your website bio can give someone more room to understand your journey.

Start with the full story, then create shorter versions for specific situations. One strong foundation can support your entire professional presence.

Learn the process for building that foundation inside the IMPLEMENTATION Archives. Enroll in the Bold Bio training and get started.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

Give Yourself Permission to Write a Bad First Draft

You don't need to write your perfect bio on the first attempt. In fact, you probably shouldn't.

• Write the long version first.
• Get the stories, ideas, accomplishments, and themes out of your head.
• Edit it down afterward for LinkedIn, your website, speaking engagements, and other uses.

Trying to write the perfect 2,000-character LinkedIn bio from the beginning can make the process much harder than it needs to be. Write first. Edit second.

That's exactly the kind of practical process you'll find inside the IMPLEMENTATION Archives. Enroll and put the Bold Bio framework to work.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

Who Is Sitting on the Other Side of Your Screen?

Before you write a word of your LinkedIn bio, picture one real person. Not “everyone.” Not “high-net-worth individuals.” Not “individuals, families, business owners, retirees, and professionals.”

One person.
• What are they worried about?
• What are they hoping for?
• What do they want from an advisor beyond investments and financial planning?
• What do they need to feel when they work with you?

Now write directly to them. Your message will immediately become more specific—and far more human.

Put this exercise into practice with the Bold Bio training inside the IMPLEMENTATION Archives. Enroll today.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

Your Bio Isn't Your Résumé

Your résumé answers a question: “What have you done?” Your bio should answer a different question:

“Why should I want to know you?”

• Your career accomplishments establish credibility.
• Your story creates connection.
• Your purpose gives people a reason to care.

That's why simply copying your résumé into your LinkedIn About section usually doesn't work. People don't need another list of what you've accomplished. They need to understand the person behind the credentials.

If your bio feels more like a résumé than a relationship-builder, the IMPLEMENTATION Archives can help. Enroll and start with the Bold Bio training.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

Vulnerability Can Build Authority

There's a difference between oversharing and telling a meaningful story. The experiences that shaped how you see money, family, risk, loss, opportunity, or planning can sometimes explain why you are uniquely equipped to serve the people you serve.

• Share experiences that are relevant to your audience.
• Connect the experience to what you learned.
• Show how that lesson influences the way you advise today.

You don't have to tell your entire life story. You simply need to tell the right parts of it.

Want to learn how to identify those right parts? Enroll in the IMPLEMENTATION Archives and explore the Bold Bio training.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

Today, we dive into our second week of writing your bold bio. Read five financial advisor bios and you'll probably notice something strange. They start sounding remarkably similar.

“Experienced financial professional…”
“Dedicated to providing exceptional service…”
“Helping individuals and families achieve their financial goals…”

The problem isn't that those statements are wrong. It's that they could belong to almost anyone.

• Use words you actually use when talking to clients.
• Let your personality come through.
• Replace industry language with language a real person would understand.

You don't need to become less professional. You need to become more human.

Learn how to do that intentionally inside the IMPLEMENTATION Archives. Enroll and work through the Bold Bio training.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout

Your Origin Story Matters

Most financial advisors didn't wake up one morning and randomly decide, “I'll be a financial advisor.” There is usually a story underneath the career.

• A person who influenced you.
• An experience that changed your perspective.
• A problem you wanted to solve.
• A moment when you realized this work mattered to you.

That story can become one of the most compelling parts of your professional brand—because nobody else has your version of it.

Your story is worth developing. The IMPLEMENTATION Archives can help you do exactly that with the Bold Bio training.

https://www.theintentionaladvisor.com/offers/WAEsdCk3/checkout