19 Tips Financial Advisors Can Use for a WOW Business Card


Business cards are an extremely important part of the branding strategy financial advisors can use to be market leaders in their field. Some may think the “calling card” is a thing of the past, but they are simply wrong. Business cards are still widely used as a form of trading contact information and they are one of the most necessary brand elements because they present your business brand in person! In this article, I will be discussing why business cards are essential and I’ll be giving you 19 tips to make your card presents the best impression for your financial planning or investment management practice.

Business cards are not a stand-alone branding strategy

In the work that I do with advisors, creating a successful business card comes at the end of the branding process because it incorporates all the elements completed in our work together. Think about it this way. Once you’ve decided upon the colors of your website, the images used in the design, and the call to action you would like visitors to take, then all this information goes into the creation of your business card. In other words, your Business Plan should address branding and all the elements that go with it.

Are business cards still important in this digital age?

Yes, of course! When we meet in person with a center of influence, a prospective client, or an existing client, we must still provide a vehicle to exchange contact information. Although there are many apps that exchange information, not only has this not caught on with the general population, it is extremely impersonal. Business cards make exchanging information personal.

Business cards are often the first brand impression

When networking professionally, running into people accidentally, riding an elevator with a potential COI, or even just attending a party, advisors can hand out their business cards with confidence when they are professionally branded. This first foray into the advisor’s brand, often leads the contact wanting to learn more by going to the advisor’s website or LinkedIn profile.

Cards don’t go offline

Think about times when you’ve collected someone’s business card at a function. You get home or back to the office and take out the cards you’ve collected and you keep some and discard others. From time to time you see the cards you’ve collected. What do you think of when you see the card? You think of the professional who gave it to you. Websites are not always in front of people. Business cards don’t have downtime.

They are a powerful subconscious sales tool

The design of your card, if done correctly, can be a powerful visual tool that extends your brand visuals from your website, imparts services or benefits clients receive, and leads the person to want to learn more.

Visualize the following situation: You are at a professional networking meeting. A CPA walks up to you and hands you his card. You feel it in your hand. It’s thin and flimsy. You look at the card. It has a clip art logo. The colors are washed-out. You feel let down. Immediately you think on a SUBCONSIOUS level, “This is not a professional person.”

You turn the card over in your hand to see what’s on the other side and find that it’s blank. You think nothing of this, but I am here to tell you that it’s a missed opportunity!

I have my own process for branding an advisor with a business card that is strategically designed to:

1.Increase credibility

2.Encourage action

3.Position the advisor expertly

WOW Business Card Benefits

If you are interested in a brand analysis, please request a consultation. I work with advisors on branding their practice for impact that results in pre-sold prospective clients and new center of influence relationships (sorry, I do not work on small projects).


Here are 19 tips for a financial advisor business card that WOWS

1. Colors – Use colors other than white card stock with black text for your card. There’s nothing more unimpressive than a white card with black text.

2. Passé types of printing – In the past, many print shops used raised printing known as thermographic printing. Avoid this, as it is no longer used.

3. Shiny business cards – Avoid using “UV coating,” the shiny coating often applied to cards. This coating makes it difficult to write on a card.

4. How to reach you – Ensure that you have all the right contact methods on your card. Email, phone, website, fax, and office address is essential. Think twice about providing your cell phone. You may regret it later.

5. Send them to your digital brand foundation – Drive traffic to your website by listing your address on the front of your card.

6. You get what you pay for – Use a quality card stock. Business cards are tactile. If yours is thin, it won’t convey professionalism.

7. Taglines – Include a Tagline on the front of your card. This branding element often serves to tell prospective clients what they receive in terms of a benefit from working with your firm. I love working with clients on their tagline.

8. Brand continuity – your card is always designed at the end of your branding project because your website is now your brand foundation. All the elements that go into the design of your website can be utilized in your business card. I am an expert at this tactic.

9. Make your card easy on the eyes – Maintain ease of reading by using no more than two fonts in your card design.

10. Card shapes – I used to recommend not using odd sized cards but these days any creativity used in card design is a plus. So if it’s in your budget, by all means, use an unusual card shape.

Round business cards

Here is my newly redesigned business card. It’s round. It’s different. It’s unique.

Front of card

Front of Business Card


Back of card

Back of Business Card


11. Use the back of the card for branding – I am an expert at using the real estate on the back of your card to create powerful subconscious messages. Think about it. Most people turn a card over in their hand to see what’s on the back. It is a great opportunity for subconscious branding!

12. Authenticity – Make sure your card fits you as a financial planner or wealth manager and shows who you are at your core. If you’re a left-brained analytical planner, make sure your brand shows this. If you’re a creative woman advisor working with women, play this up. If you’re an investment manager working with institutions, show this through your business card design.

13. Email signature – Ensure that you have a digital version of your business card incorporated into your email signature for brand continuity.

14. Credibility – Add certifications and credentials you have earned, plus titles to your card to add credibility.

15. When handing them out – When giving out cards take them from a case and hand them to your prospect so that the card is facing up. I don’t know how many times I’ve been handed an upside down business card.

16. Convey professionalism – Use a logo that is visually appealing. Do not use clip art or inexpensive logos. These logos often have sharp edges, lack of texture, and an overall lack of expertise.

17. Color – Utilize color in your business card. This helps your card stand out and be more memorable. I help my clients maintain brand continuity with their other marketing materials through the use of color.

18. Hand out your card as much as possible – Keep a supply in your car so that you never run out! Add your card to all mailed correspondence.

19. Compliance statement – Ask your compliance department if you may use a smaller font for the compliance statement so that it does not take up too much space on your card. Place it on the back of your card at the bottom.

Your WOW business card!

Follow these tips and recommendations and you’ll have a WOW business card that helps you consciously and subconsciously demonstrate value and expertise in your field. When you’re asking people for their money to manage, you need all the help you can get through branding and business card design.

If you are interested in a brand analysis, please request a consultation.

2 Types of Financial Advisor Motivation

bad habitsCoaching financial advisors day in and day out, I am very aware of their motivation and work habits which reminds me of a great story.

I once had a call from an advisor almost 12 ago who was completely unmotivated about his investment management business. He couldn’t seem to muster the energy to go through the day-to-day operations of his business because he quite simply had no motivation. His business brand was suffering and he was suffering too. I knew it wasn’t a matter of not developing a good business plan because he shared with me that he had a non-working spouse and 3 children to support and he felt stuck. I dug a bit deeper and found out he was coming to work about 9:30a.m. and leaving a few minutes before 5. Towards the end of the week, he was taking half days off. He had “Monday-itis” (an ache in the pit of your stomach attached to going to work) beginning on Sunday afternoon.

I said “Well, have you lost your passion?” and he replied that he just didn’t give a bleep about the industry anymore and he wanted out. Ok. Fine.


What causes lack of motivation?

Back in 2004 I didn’t know what I know now and that is that to become unmotivated, something likely happened to cause disinterest or he may have been keeping poor work habits. Maybe he had been kicked in the rear by a poor business decision, maybe he lost a big client, maybe there was a family crisis that took him away from his business, or maybe he just dropped the ball and stopped trying.


Can any of these words be used to describe how you feel about your business?

  • apathetic
  • dull
  • everyday
  • humdrum
  • indifferent
  • lazy
  • old hat
  • ordinary
  • stale
  • unambitious
  • uncreative
  • unexciting
  • unimaginative
  • uninspiring
  • uninteresting
  • unmoved


If so, you are lacking motivation! In order to get back on track you’ll have to do something about your situation.


2 types of financial advisor motivation

It might be helpful to know that there are two types of financial advisor motivation that need to be addressed. There is plain ol’ disinterest and then there’s poor lifestyle choices.

So my question for you: Is your lack of motivation due to disinterest or poor lifestyle choices?


1. Disinterest

You may have given up respect for the industry or perhaps your company has cut commissions or your territory. In this case, unless management changes their tune and corrects the lack of ethics, there’s not much to do but change companies. I’ve seen many cases of representatives changing firms after their success caused a change in sales payouts.

If your disinterest is due to lackluster results or poor prospecting, then you had better get back on that horse and commit to an intense period of 90 days to new clients that will get you energized and taking action.


2. Poor Lifestyle Choices

If your lack of motivation is due to no structure and poor choices, this can be easily remedied with a change in work habits.

What time to you get to work? Are you slacking off? Get up early and get to work before 8am and focus on your business. It’s time to get back in the saddle. You will receive results when you commit to action. Action cures anxiety. Results lead to motivation!

What bad habits do you need to banish from your current workweek? Do you maintain a workout schedule? You know, if you don’t look in shape, subconsciously your prospective clients will feel that if you don’t take good care of yourself, you won’t take good care of their money.



Low motivation has a negative effect on the success of your financial advisor practice. Recognizing and correcting poor motivation could be just what you need to get your practice to the next level. I am trained in this area. Request a consultation to learn more!

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