How to Add or Update Your Member Bio to the Member Directory

Member Bio for Associate, Marketing, Planning, and Full Service Members

As a BEI Member, you have unique access to a network of qualified professionals who can help you create and even become a part of your Exit Planning Advisor Team. The best way to begin building your network is to provide your fellow Members with a strong Member Bio.

To add or update your Bio, start from the BEI Member Center Home Page, click My Account in the My BEI box. Then, click the Edit tab in the gray set of tabs across the top of the page. Your landing page will give you several options in a vertical menu matrix on the left-hand side of the page.

You can also click the Settings icon the upper, right-hand corner of almost any Member Center page.

Click on Profile Information (the second item down). Your personal profile page will come up.

Scroll to the bottom of the page and locate the Bio section. Either write or cut and paste your Bio information. This is very important: BEI Members who are looking for collaborative partners or other Members with whom they want to share a lead need to read about who you are and what you stand for. A lacking or absent profile can imply inactivity or a lack of expertise, giving other Advisors—or even business owners—pause when considering your services.

Here are a few ideas to make your Bio memorable:

1. Introduce yourself: Include your role, business philosophy, and services in two or three sentences.

2. Include key terms for your industry niches: your specialties and niche industries.

3. Include professional designations, such as affiliations and associations, to substantiate your expertise.

Keep it short and to the point; think TV soundbites.

To lock in your information, click the Save button in the lower, left-hand corner of the page.