PHD Bio Worksheet

PHD Personal Branding Bio Writing Service

Your brand is your promise to your clients and prospects – it tells them exactly what you can and will do for them.  Let us help you convey why you are uniquely qualified to help your clients with their financial and investment needs.
Develop your custom biography with this value added resource from Virtus Investment Partners. Complete the form below to get started.


First Name

Last Name

Full Title

Firm Name



Office Address




Describe your philosophy/mission statement. Why do you do what you do?

Why are you passionate about being an advisor?

What types of clients are you focused on helping and why?

What positive, life-enhancing outcomes are you seeking to provide to your clients?

What distinguishes you from other advisors?


How many years of industry experience do you have? Briefly describe your professional background.

What training, education and achievements do you have?

What are your unique qualifications to address clients' concerns?

Describe the steps of your planning process. Have you developed any unique, proprietary processes to serve your clients?

Common Ground

What are your interests and hobbies outside of the office?

Have you served any organizations of which you are especially proud (e.g., military, charities, competitive athletics, etc.)?

Why are you an interesting person who a new person might enjoy meeting?

Additional Information

Please use this space to provide any additional details that are important to your personal brand.

Referred by

If you would like to provide any additional supporting documents, please send to


By clicking on the button above and using the PHD Personal Branding Bio Writing Service, you acknowledge and consent that Virtus:

  • May receive information from you such as your name, company, title, work contact information, credentials and other information submitted to Virtus ("Personal Data").
  • Will handle all Personal Data in accordance with Virtus' Web Privacy Statement which can be found at
  • May use, collect, store, disclose and process the Personal Data and transfer the Personal Data to a third-party independent contractor whose use of such information shall be limited to provision of the PHD Personal Branding Bio Writing Service by Virtus and not for their own purposes.



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