Kades-Margolis Advisor Profile Submission

Overview/Instructions

SEE A SAMPLE PROFILE PAGE (will open in new window) HERE.

We need your help. In order to complete the updated 4kmc.com website and include YOUR personal profile page, you must provide the information you’d like displayed on that page. The questions here will help guide you to provide that information.

WHY IS THIS IMPORTANT AND WORTH SPENDING YOUR TIME ON?

This is the information that will be displayed when prospects search for you on the internet.

Some of you may start by inputting information in the form from scratch. Others will find that a great starting point is your current profile page on 4kmc.com. However, we suggest you consider how to share the services or characteristics that differentiate you from other financial advisors.

This content will be reviewed by compliance before it is posted.

If you have questions or need to schedule time to discuss please contact mluckinbill@4kmc.com.

 

 

  • Please use the name you'd like displayed to clients, prospects and in internet searches. If you have a middle name or suffix, please just add it in First or Last.
  • This should be the city where your business is located or centric to.
  • If you have a LinkedIn profile and know the address, we can include it on your profile page.
  • Please provide information on what makes you different from other advisors and why someone would want to do business with you. You can lift some of this content from your existing Profile Page on the current 4kmc.com website. PLEASE MAKE AN EFFORT TO EXPLAIN HOW YOU AND YOUR BUSINESS ARE UNIQUE TO THE AUDIENCE.
  • There will be three "blurbs" whereby you can explain specific services you provide. Things like "Retirement," "Insurance," "Financial Planning," etc. This is the FIRST of three blurbs on the page.
  • There will be three "blurbs" whereby you can explain specific services you provide. Things like "Retirement," "Insurance," "Financial Planning," etc. This is the SECOND of three blurbs on the page.
  • There will be three "blurbs" whereby you can explain specific services you provide. Things like "Retirement," "Insurance," "Financial Planning," etc. This is the THIRD of three blurbs on the page.