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

Free Financial Advisor Quote Template That Wins Clients

In 2022 alone, our financial advisor quote template was used over 11,000 times, closing deals worth more than $23 million in total. The best part is, you can use our pre-written chapters or customize them completely yourself, as the logo, text, colors, and images are all 100% editable.

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EVERYTHING YOU NEED IS INCLUDED

A look at everything in thisFinancial Advisor Quote Template

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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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 Quote Template That Wins Clients

A look at everything in thisFinancial Advisor Quote Template

Visually Stunning Cover

Pre-Written Services Section

Process and Timescales

Pricing

Next Steps with Digital Signing

Pre-Written Contract

Take Payment from Your Client

Don't take just our word for it

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Your questions, answered

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