Financial and insurance advisors build trust through credentials and a professional first impression. A digital card presents both clearly, and keeps every enquiry in one place.
What to put on an advisor's card
- Name, title and firm. Include your regulatory registration or licence number where required, in the About text or a text section.
- Services and specialisms. Life, health, wealth, corporate — state what you advise on.
- A direct enquiry channel. A WhatsApp or calendar link for a first consultation.
- Firm website and LinkedIn. Link out to fuller credentials and client testimonials.
- Google Reviews. If client-facing, reviews build confidence quickly.
Where to use it
- At networking events, conferences and client meetings, shared by QR code or NFC tap
- On email signatures and proposal documents
- On a reception screen or desk at the office
Keep it professional
A MyInfo card is a public page — keep it to information suitable for a printed card. Never include client names, policy numbers or account details. Use the privacy settings on a Premium card if a card should only be shared with specific contacts.
One look across your team
If you work within a firm, create a shared theme so every advisor's card carries the same colours and layout, updated centrally when the brand changes.
Capture every lead
With a Premium card, Exchange Contact lets a prospective client share their name and number directly, landing in your lead inbox for structured follow-up.
Frequently asked questions
Can I show my regulatory registration or licence number?
Yes — add it in the About text or a text section, exactly as you would on a printed card.
Can a firm manage cards for its whole advisory team?
Yes. Each advisor gets their own card and address, with a shared theme applying the firm's branding across the team.
Create your free digital business card — Start free — no app to install and no card details needed.