Free Financial Advisor Quote Template That Wins Clients

Visually Stunning Cover

As a financial advisor, you know how much a good first impression matters. For that reason, we made sure the first thing your clients see is a stunning cover, with everything you need to start the quote in an attention-grabbing way.

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Pre-Written Services Section

Writing about what you do is never easy. How much is too much? Is it clear enough for your clients to understand it? Completely valid questions that you no longer have to worry about. In this financial advisor quote template, the page detailing the work you're going to do is done, with an introduction and structure already prepared. You just need to add a few client specifics, and that's it! Like the rest of this quote, it's all editable - the colors, the text, images, layout - everything.

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Process and Timescales

Explaining the process of financial advising may be too overwhelming to people outside of the consultant world. You want to give enough detail but not make it sound too technical. To solve that problem, we created a plan of action section, already made to fit the perfect amount of information. Just adjust it to suit your exact process, emphasize key points and it is ready to be sent out.

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Pricing

Whether you want to charge for financial advising services per hour, subscribe to monthly packages, or have optional up-sells, you can make it happen with this automatically calculated pricing table. All you have to do is put the numbers in, adjust the frequency, type a brief one-line description, and your quote is done.

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Next Steps with Digital Signing

One of the biggest reasons businesses don't close deals is because they fail to offer the option of closing it right away. For that reason, this quote template comes with a 'Next Steps' page, which you barely have to alter at all. Just detail the next steps your client will go through and ask them to sign by typing their name and clicking Accept. All digital signatures are 100% legal and compliant. Once your client signs, you will see the digital signature certificate in your Better Proposals account.

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Pre-Written Contract

Whether you're a seasoned professional or new to the business world, Terms and Conditions will probably slip your mind when you're trying to close the deal with a client. To ensure you're still protected, we have added a fully customizable T&C at the end of this template.

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Take Payment from Your Client

Getting paid may be the hardest thing to do in business. We all want to find the way to get the money in our accounts as soon as possible. Using our integrations with Stripe, PayPal, and GoCardless, you can receive payments from your client the moment they sign the quote and then, if needed, start a subscription.

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