Your expertise deserves more than a traditional business card. Persona helps financial advisors showcase their credentials, answer prospective client questions with AI, capture new opportunities, and make it easier to book that important first conversation.
One professional profile. One intelligent assistant. More opportunities to connect.
Every client relationship starts with trust. Persona is there at each step, from the first look at your profile to the first meeting and beyond.
Prospective clients want to know who you are, what you specialize in, and whether you’re the right professional for their needs.
Persona gives them one convenient place to explore your experience, credentials, services, and professional background, even before your first conversation.
Replace a forgettable paper business card with a premium digital profile that reflects the quality of your practice.
Showcase your designations, specializations, professional biography, testimonials where permitted, and direct appointment booking.
A potential client has a question at 9 PM. Instead of waiting until tomorrow, they can engage with your Persona AI assistant.
It can explain your services, introduce your areas of expertise, and guide visitors toward scheduling a consultation, using your approved business information.
Try Michael’s assistant
Whether you’re networking, attending an event, or being introduced by an existing client, Persona makes sharing your information effortless.
Prospects can save your contact details, request a consultation, and connect directly from your card.
Meet Michael Anderson’s assistant. It answers common questions from the information Michael has approved, and guides people toward booking an introductory meeting. Tap a question, or type your own.
Preview with sample answers. On a real card, the assistant uses only the information you approve and never gives personalized financial advice.
Preview with sample answers. Every chat is saved in Michael’s portal.
Present your credentials, experience and services professionally, in one place.
Let prospective clients schedule an introductory appointment straight from your card.
Turn meetings into notes and follow-up drafts, with your client’s consent.
Receive contact requests and keep every potential client organized in your portal.
Give clients a simple, consent-based way to introduce friends and family to you.
Keep the same branding across every advisor and team in your firm.
When a client passes your card to a friend, that friend can request a consultation in under a minute. You see who they are, what they’re interested in and who referred them.
Demo only: nothing is sent or saved.
Contact requestName, email, phone and a note.
Voice messageUp to a minute, with a written copy.
AI chatEvery chat is saved with the contact.With your client’s consent, Persona turns a meeting into a summary, next steps and a follow-up email for you to review. You check every word before anything is sent.
Michael, meeting Linda and Robert ParkIntroductory meeting · on Michael’s phonePress play to run a sample introductory meeting. The words appear as they’re said.
Only the words are saved, never the audio.
Linda and Robert hope to retire in about five years. They want to know whether their savings are on track, what to plan for Robert’s business, and how to help their daughter with a first home. Introductory meeting only: no recommendations were made.
Hi Linda and Robert,
Thank you for coming in today. As promised, I’ll send a short list of what to bring to our planning session, where we’ll look at your retirement goals, Robert’s business and your plans for your daughter.
You can pick a time two weeks from now here: harbourviewwealth.com/book
Best regards,
Michael
Whether you’re an independent professional or managing an entire advisory team, Persona keeps the client experience consistent. Your firm sets the brand once, and every advisor gets their own profile.
Michael AndersonSenior Wealth Advisor
Elena RuizFinancial Planner
Arjun ShahAssociate Advisor
Owen LeeBranch ManagerSwipe to see each advisor’s card →
Tap a number above to change the chart.
Sample dashboard with made-up numbers, to show what a firm sees. Your own admin shows the real figures for each advisor.
Your clients expect modern, convenient experiences. Your first introduction should deliver one.
Every plan starts with a 7-day free trial. Pay yearly and get 2 months free.
For an independent advisor.
For an advisory team or small practice.
For growing firms.
More than 50 advisors, several offices.
Prices in USD. Persona installs on your WordPress website.
No. It answers general questions about you and your services from information you approve, and it points anyone asking about their own situation toward booking a conversation with you. Persona does not provide financial advice.
Yes. It uses your website, your bio and the questions and answers you write. You can change those at any time, and every chat is saved in your portal so you can review it.
Yes, where your regulator and firm allow it. You choose what appears on your card, so you can leave testimonials off completely.
You start a recording only after your client agrees. The words are turned into text, and Persona writes a summary, next steps and a follow-up email for you to review. Only the words are kept, never the audio, and you can delete notes at any time.
Cards, contacts, chats and notes are stored on your own WordPress site. To answer a question, the text of an AI chat passes through our AI service.
Yes, via Zapier and Make. New contacts, consultation requests, AI chats and meeting notes can be sent to the CRM you already use.
No tool can do that on its own. Persona gives you control over your card’s content, the assistant’s answers, testimonials and consent for notes. You stay responsible for following your firm’s and regulator’s rules, including disclosures and record keeping.
Yes. Insurance agents and advisors use the same card, booking and AI assistant, with the services and areas you choose.
Build trust, simplify introductions, and make it easier for prospective clients to connect with you. Experience a smarter way to grow your professional network.
