# Who you help, how you are paid, and a call

> A link in bio for financial advisors and planners: book an intro call, who you work with, how you are paid, your newsletter and client portal.

Prospects want to know quickly if you are for them. Say who you work with and how you charge, then offer a call.

## An intro call

Put your Calendly or Cal.com intro call in [Book a time](https://makerhandle.com/features/booking): the calendar shows on your page, so prospects book without an email chain. Under it, **Who I work with** and **How I'm paid**, two short project pages that answer the questions before the call.

Existing clients get **Client portal** as a link, and everyone can join your [newsletter](https://makerhandle.com/features/email-subscribers).

## What your page would show

**Example:** a fee-only planner. Her photo, "Fee-only financial planning for physicians. CFP" as the bio. Then:

- **Book an intro call**, Calendly on the page
- **Who I work with** and **How I'm paid**, project pages
- **Monthly letter**, the subscribe box
- **Client portal**
- **Form ADV**, the required disclosure link

The office address and hours go in the [opening hours](https://makerhandle.com/features/opening-hours) block.

## Talks and seminars

Put the QR code on your last slide at a seminar. Scans show as "QR code" in your stats. Firms with a compliance review should approve the page like any other public material, and the editor saves changes the moment you make them.

## See what works, on an address you own

Built-in [analytics](https://makerhandle.com/features/analytics) count visits, where they came from (LinkedIn, Google and newsletters) and which buttons get tapped, with no cookies and no consent banner. Scans of your QR code show up as their own source, so you can tell the printed code apart from your bio link.

On Pro, **$20 a year**, the page can live on your own domain, like planwithsara.com, and planwithsara.com/book goes straight to your booking page. Print it once and it keeps working when you change apps. Coming from Linktree? Paste it on the [import page](https://makerhandle.com/import) and your links come over in order.

## Questions

### Can I link my Form ADV and disclosures?

Yes, as links anywhere on the page.

### Can I grow a newsletter?

Yes. The subscribe box is built in, free for up to 100 subscribers.

### Does it set cookies on visitors?

No. Stats are counted without cookies or stored IP addresses.

### Is it free?

Yes. Free pages hold 50 links, your socials, booking, opening hours, a QR code and 7 days of stats. Pro is $20 a year for your own domain, every template, a year of stats and no badge.

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Source: https://makerhandle.com/for/financial-advisors
makerhandle: makerhandle is a link in bio for makers, creators and small businesses: your links and your work, with optional verified revenue.