What to include
- Name with designations (CFP®, ChFC, CLU…) where permitted.
- Firm or agency, and logo.
- Direct line, mobile and email.
- Office address and website or booking link.
- Required regulatory wording or licence numbers.
Advertising and disclosure rules differ by country, regulator and firm — have compliance review the card before printing.
Where the QR code earns its place
A vCard QR on cards, seminar slides and client packs saves you directly. A booking link on the back is useful for review meetings. Avoid codes that send clients to unfamiliar short links — a static code is transparent.
Templates that suit
Corporate, Monogram and Midnight (Pro) look established; Classic and Outline (free) are clean and trustworthy. See all 32 templates
Cards for the whole practice or team
Upload a CSV of your team and get everyone's card, QR code, .vcf file and print PDF in one ZIP — same design for everyone, or a template column per person. Nothing is uploaded; the file is read in your browser. Team batch
Frequently asked questions
What should a financial advisor's card include?
Name, designations, firm, direct contact details, website or booking link and any required regulatory wording.
Do I need compliance approval?
Often, yes. Many firms review all client-facing materials, including cards and QR codes.
Can the whole agency have matching cards?
Yes — upload a CSV and get every agent's card in one ZIP.
Is the QR code trackable?
No. It's static, and nothing about who scans it is recorded.
Contact files follow vCard 3.0 (RFC 2426); QR codes follow ISO/IEC 18004. Checked 2026-11-07.