A digital business card for financial advisors

What to put on it

• Your name, title and professional credentials, written the way your firm writes them.
• Your firm, its logo and its website.
• Your direct phone and email.
• Check with your firm’s compliance team before you publish. Many firms review anything clients see, including business cards and email signatures, and some require a disclosure.

Designs that look established

Something quiet and well made: two papers in bottle green and white, ivory linen with a red wax seal, or a cast bronze plaque with raised letters.

• 

  Duplex

  Two papers, bottle green and white

  Royal

• 

  Wax Seal

  Ivory linen, a red wax seal

  Exclusive

• 

  Bronze

  Cast bronze plaque, raised letters

  Exclusive

Make the first meeting easy

• Book a review: a button to your scheduling page.
• Call or email in one tap.
• Save contact.
• Share your details: someone you meet at a seminar can leave their name and number for you to follow up.

Where to share it

• Your email signature, and a background for client reviews by video.
• A QR code on seminar slides and printed material.
• LinkedIn and messages, with the share buttons.

How to make yours

You can try every design before you register. The builder shows which plan a card for an advisor needs, from the free plan to Exclusive.

1. Open the card builder. You don’t need an account to start.
2. Add your details, then choose a design and add your logo or photo.
3. Add buttons for the next step: booking, a portfolio or a message.
4. Turn the card in 3D and check which plan it needs.
5. Create your account, publish the card and share it.