Digital business card for financial advisors

Introductions from clients are the pipeline. Publish only the registrations you are allowed to show, plus the office phone and a meeting link a referral can open twice.

Grace Okonkwo

What belongs on the card

  • Office phone
  • Meeting link
  • Firm
  • Registrations you may display
What can a referral open before you speak?

The firm, a meeting link, and the registrations your compliance team already approved for public use. Nothing else.

Should performance figures be on the page?

No. Public pages are a poor place for returns. Let the first meeting carry the disclosures that belong with those numbers.

How do you keep an old introduction accurate?

When your title or firm changes, edit the page. Forwarded links should not introduce you as last year’s employer.

Nearby professions

Your next introduction deserves more than a paper card.

Create your Noume card and share your professional identity anywhere.

Create my card →