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Finance bio for instagram

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Praise for the history of financial planning

"Congratulations to Denby, Oliver, and the FPA for capturing the spirit and determination of the pioneers who made financial planning the global profession it is today. While organizations, qualifications, and standards make a profession, it's individuals of strong heart and stout will that truly bring it to life."
―Noel Maye, CEO, Financial Planning Standards Board Ltd.

"Without the dedication, enthusiasm, and commitment of Denby Brandon and Oliver Welch, it's fair to say the international financial planning industry would not have progressed so far, so fast. They played a critical role in extending the profession far beyond America's shores, helping us to establish financial planning Down Under. It is my great pleasure to endorse this history, which is a credit to them and everything they and their colleagues have achieved."
―Gwen Fletcher, pioneering leader in bringing Financial Planning to Australia, recipient of the 2009 Award from Queen Elizabeth as a member of the Order of Australia (AM) for her services to Financial Planning

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Financial planner

Professional who prepares financial plans for people

A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning.

As a general rule, a financial planner’s work can:

  • integrate into the range of professional services (eg: lawyer, accountant); or
  • integrate into the offer of a range of financial products and services (eg: financial advisor, insurance agent); or
  • not be integrated into other products or services, providing stand alone financial planning.

Scope

For the main article, see Personal finance.

Financial planning should cover all areas of the client's financial needs and should result in the achievement of each of the client's goals as required. The scope of planning would usually include the following:

  • Risk management and insurance planning: managing cash flow risks through sound risk management and insurance techniques
  • Investment and planning issues: planning, creating and man
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    Your financial advisor biography is a critical part of your marketing strategy. It’s the first impression potential clients will see, and it can make or break their decision to work with you.

    A good bio should be short, simple, and move readers to your desired next step. Think about it this way: your bio is like a sales pitch, and you only have a few seconds to make your case.

    You’ve spent time and money to get people to land onyour websiteor contributor page and don’t want them to bounce off because of a long, boring bio.

    What should I include?

    A bio might feel as relevant as directions for the installation of a refrigerator, or it could be so intimate it should look like a diary entry – both miss the mark. A two-part, one-part rule could help: two-part professional background to every one personal.

    Here are some details on how to write a biography that will make your first impression a success:

    First person or third person

    For many years, people knew this would all sound professional, and for a while, they thought this way: It has a good advantage an

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