A paper card says one thing about you — that you printed cards. A Prflio tap drops your scheduling link, your credentials, your ADV, and your firm into their phone in four seconds.
Independent RIAs · CFP® · CFA® · fee-only advisors · wealth management teams
A prospect leaves a coffee meeting with three things: a memory of your conversation, a vague impression of your firm, and a piece of paper they'll lose. Prflio replaces the paper with a saved contact, a credential trail, and a way to book the next meeting on the spot.
Tap the card at the end of the meeting. Prospect saves your contact + scheduling link + firm site without having to type a thing.
Your ADV, your firm's BrokerCheck, and your fiduciary credentials all linked from one card. Update once on the firm side — every card reflects it.
Existing clients share your card with a friend over text. It opens to your full profile, not a partial vCard or a print scan.
Built for an industry where credentials, disclosures, and follow-up cadence are the difference between a meeting and a client.
Spin up your card before your next coffee meeting. The next prospect leaves with you in their phone.
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