1-Page Team Bio Template for a Financial Advisor Office
Put a face to your team and build trust from the very first introduction.
Our 1-page team bio PDF is perfect for independent financial advisors who want to introduce their branch team in a polished, professional way. Whether you’re sharing it with prospective clients, existing clients, or professional partners, this document helps you highlight your team’s experience, roles, and commitment to client service—all on one professionally designed page.
We do all the work for you. Simply send us your:
Logo and brand colors
Contact information and disclosure
Team member headshots
Short bio information for each team member
We’ll pull it all together into a clean, branded PDF document that you can email, print, or share digitally. It’s a great addition to your welcome packets, client emails, or networking materials.
Includes:
A 1-page PDF team bio, professionally designed and branded
Done-for-you customization with your logo, colors, contact info, and disclosure
Personalized with your team’s headshots and bios
Ready to print or share digitally
Delivered within 3–4 business days after receiving your materials
Make your first introduction one your clients will remember.
NOTE: Scroll through the images to see a screenshot of the team bio.
Put a face to your team and build trust from the very first introduction.
Our 1-page team bio PDF is perfect for independent financial advisors who want to introduce their branch team in a polished, professional way. Whether you’re sharing it with prospective clients, existing clients, or professional partners, this document helps you highlight your team’s experience, roles, and commitment to client service—all on one professionally designed page.
We do all the work for you. Simply send us your:
Logo and brand colors
Contact information and disclosure
Team member headshots
Short bio information for each team member
We’ll pull it all together into a clean, branded PDF document that you can email, print, or share digitally. It’s a great addition to your welcome packets, client emails, or networking materials.
Includes:
A 1-page PDF team bio, professionally designed and branded
Done-for-you customization with your logo, colors, contact info, and disclosure
Personalized with your team’s headshots and bios
Ready to print or share digitally
Delivered within 3–4 business days after receiving your materials
Make your first introduction one your clients will remember.
NOTE: Scroll through the images to see a screenshot of the team bio.
Put a face to your team and build trust from the very first introduction.
Our 1-page team bio PDF is perfect for independent financial advisors who want to introduce their branch team in a polished, professional way. Whether you’re sharing it with prospective clients, existing clients, or professional partners, this document helps you highlight your team’s experience, roles, and commitment to client service—all on one professionally designed page.
We do all the work for you. Simply send us your:
Logo and brand colors
Contact information and disclosure
Team member headshots
Short bio information for each team member
We’ll pull it all together into a clean, branded PDF document that you can email, print, or share digitally. It’s a great addition to your welcome packets, client emails, or networking materials.
Includes:
A 1-page PDF team bio, professionally designed and branded
Done-for-you customization with your logo, colors, contact info, and disclosure
Personalized with your team’s headshots and bios
Ready to print or share digitally
Delivered within 3–4 business days after receiving your materials
Make your first introduction one your clients will remember.
NOTE: Scroll through the images to see a screenshot of the team bio.
Next Steps – How It Works
Place Your Order
Complete checkout to get started on your custom team bio.
Send Us Your Materials
After checkout, you’ll receive instructions to send us:
Your logo (PNG, JPG, or PDF)
Your brand colors (Hex, RGB, or general color names)
Your contact information (phone, email, website, address)
Your disclosure (optional)
Headshots for each team member (high-resolution images)
Short bios for each team member (2–4 sentences each)
We Build Your Bio
Our team will design and customize your 1-page team bio with all the information you provide.
Receive Your Completed PDF
Within 3–4 business days, you’ll receive your polished, branded team bio—ready to share.
Frequently Asked Questions
Q: How many team members can we include?
A: This 1-page design works best for up to 3 team members. If you have more, contact us for a custom layout or a multi-page option.
Q: What kind of bio information should we provide?
A: We recommend 3 to4 sentences per person, including their role, experience, and a personal detail or service philosophy to make it relatable.
Q: Can we update the bios later?
A: Yes! We offer affordable update services if you hire new team members or need to refresh your content later on.
Q: Can we print this bio or only use it digitally?
A: You can do both! It’s designed as a high-quality PDF, perfect for printing or emailing.
Q: How long does it take to receive our bio?
A: You’ll receive your completed bio within 3–4 business days after we receive all your materials.
Q: Do you offer custom layouts or additional pages?
A: Yes! We’re happy to provide a quote for custom designs or multi-page bios if you have a larger team or want to expand the content.