This [Free] Financial Advisor Proposal Template Won $23M of Business

EVERYTHING YOU NEED IS INCLUDED

A look at everything in this Financial Advisor Proposal Template

Visually Stunning Cover

The first thing your client sees is a beautifully designed cover, fit for a world-class financial advisor. If the cover doesn't impress them it's always going to be an uphill struggle from there. You can change the text, your logo, and the background image if you like - this gets you started.

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Pre-Written Services Section

Writing about what you do is hard. How much is too much? Will the client understand it? Completely valid questions and ones you don't need to worry about now. In this financial advisor proposal template, the page detailing the work you're going to do is done, the structure is laid out. You just need to add a few client specifics when you use it.

Like with this entire proposal, it's all editable - the colours, the text, images, layout - everything.

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Process and Timescales

Explaining the process a financial advisor uses can be difficult. You want to give enough detail but not so much it seems overwhelming. Fortunately, this has been battle-tested and is the perfect amount of information. You can tweak it to suit your exact process.

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Case Study Example

The number of financial advisors that simply put a few testimonials in their proposal templates is shocking. It's not enough. If you want to be taken seriously, you need to show that you understood the client's issues and came up with a solution that was successful.

In this financial advisor proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

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Pricing

Getting pricing right in the finance industry is difficult. In this automatically calculated pricing table, all you do is put the numbers in, type a quick 1-line description of the service and the quote part of your proposal is done. If you want to charge per hour, sell in quantities, or have optional up-sell products, you can do that too.

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Next Steps with Digital Signing

One of the biggest reasons businesses don't win work is they don't give clear instructions on how to buy from them. This proposal template comes with a 'Next Steps' page which you shouldn't need to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept.

All digital signatures are 100% legal and compliant. When your client signs, you can see your digital signature certificate in your Better Proposals account.

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Pre-Written Contract

Every service business needs a contract with its clients. The finance industry is no exception. We've scoured the world for experts to lend the contracts they use in their businesses for you to use.

We're not legal professionals and don't play them on the internet but if you're not using anything at all, this will likely be a great start - that said, get a legal professional to read it over.

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Take Payment from Your Client

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account the better. Using our integrations with Stripe, PayPal and GoCardless you can take payment from your client the moment they sign your proposal and then if needed, start a subscription.

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Your questions, answered

Common questions about plans, designs and security

Can I edit your templates?

Yes, you can! Add, delete, or change sections as you see fit. Make a mistake? Just import the template from the Marketplace again and you’re good to go.

You don’t have a template for my industry...what can I do?

Not to worry - all of our templates can be quickly adapted to suit your needs. Many users also prefer to import their own templates, so whether you want something all your own or something fast & easy, there’s a template for you.

Will my clients see your logo?

That’s up to you! Our Premium and Enterprise plans allow you to remove our branding and logo from your documents, giving a clean, white-label feel. Or, you can keep our logo and branding active and earn a commission when recipients sign up for Better Proposals.

Are my documents secure?

Yes, absolutely. Better Proposals uses 256bit SSL security to protect your account.

Your documents are always private, and every recipient is given their own unique encrypted link that can’t be intercepted or accessed by anyone else.

Can I change my plan after purchase?

Yes! Test out any of the plans above, and if it’s not working, you can upgrade or downgrade whenever you want, as often as you want.

I’m not a designer. How do I make my document look presentable?

Better Proposals handles font spacing, colour schemes, and design details by default. We’ll take care of the minor details so you can focus on landing the sale. Feeling stuck? Contact Support and we’ll help you along.

What about custom plans?

Enterprise users can send unlimited documents and every plan allows you to add as many users as you need, so you have ultimate flexibility.

Can you answer another question not listed here?

Yes! We can answer questions in as little as 10 minutes during business hours. Start a chat in the bottom right for a quick answer or contact us and we’ll get back to you shortly.

Free Financial Advisor Proposal Template That Wins Clients

A look at everything in this Financial Advisor Proposal Template

Visually Stunning Cover

Pre-Written Services Section

Process and Timescales

Case Study Example

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

Don't take just our word for it

150+ other free proposal templates just like these are also available inside Better Proposals

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Your questions, answered

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