The Professional Link Page
for Financial Advisors
Turn your Instagram followers into booked consultations.
Most financial advisors leave serious money on the table with a weak bio link. A link to your firm's generic homepage? A Linktree with two buttons? Your prospects deserve better — and so do you. Setalink gives you a polished, professional page that books consultations, grows your newsletter, and sells your expertise — 24/7.
Free forever · No credit card required · Up in 10 minutes
Everything an advisor needs to convert followers into clients
One page. One link. Everything your prospects need to go from "curious" to "booked."
Book Free Consultations From Your Bio
Add your discovery call or complimentary consultation directly to your Setalink page. Prospects self-qualify and book — no assistant needed, no phone tag, no friction.
Grow Your Newsletter List
Offer a free checklist, market commentary, or retirement guide in exchange for an email. Build a list of qualified subscribers who already trust your expertise.
Share Market Commentary & Videos
Link to your latest YouTube breakdown, blog post, or LinkedIn article. Stay top of mind with prospects by keeping fresh content at the top of your page.
Sell Financial Planning Guides
Package your knowledge into a retirement checklist, tax planning workbook, or financial planning guide. Upload it, set a price, and earn passive income between client meetings.
Link to Compliance Pages
Easily add links to your BrokerCheck profile, ADV Part 2, firm disclosure documents, and FINRA registration. Keep your page professional and compliant with a single click.
Promote Your Podcast or YouTube
If you have a podcast or YouTube channel, pin it prominently. Your content is your best salesperson — give it a permanent home at the top of your bio.
⚖️ FINRA / SEC Compliance Note
Setalink is a link aggregation page — the same as any professional website.
You control all content on your page. Setalink does not make investment recommendations, display performance data, or generate testimonials on your behalf. Adding links to your BrokerCheck profile, ADV Part 2, and firm disclosures is easy and takes seconds. As always, consult your compliance officer or BD for firm-specific social media policies.
What advisors put on their Setalink page
Here's a typical high-converting financial advisor page. Yours takes 10 minutes to build.
Ryan Mitchell, CFP®
Fee-Only Financial Planner · Chicago
Book a Free 30-Min Call
Calendly / booking page
2025 Financial Planning Checklist
Free download — email required
My Latest Market Update
YouTube / blog post
Subscribe to My Weekly Newsletter
Email signup form
View My Credentials
LinkedIn / BrokerCheck
About My Practice
About page / firm site
Advisors growing their practice with Setalink
Real advisors. Real results.
"I get 10–15 newsletter signups a week from my Instagram bio since switching to Setalink. It's my highest-converting channel and it costs me $9 a month."
Ryan Mitchell
CFP®, Independent RIA
"The booking feature alone paid for the subscription in week one. I booked three consultations in the first week, two became clients. The ROI is insane."
Amanda Nguyen
RIA Owner & Financial Planner
"Finally a professional-looking page that isn't just Linktree. My HNW prospects actually comment on how clean my bio page looks. That credibility matters."
Thomas Blackwell
Financial Advisor, Edward Jones
Frequently asked questions
Is Setalink compliant with FINRA rules?
Setalink is a link aggregation web page — functionally identical to having your own website or a section of your firm's website. It does not make investment recommendations, display performance data, or create testimonials. All content is controlled by you, so compliance responsibility is the same as with your other digital presence. Always consult your compliance officer for firm-specific guidance.
Can I add my BrokerCheck link?
Yes, absolutely. Adding a link labeled "View My FINRA BrokerCheck Profile" is straightforward and takes 30 seconds. Many advisors make it one of their featured links to immediately build credibility and satisfy disclosure requirements.
How do I sell a financial planning guide or workbook?
On the Creator plan ($29/mo), you can upload a PDF, set a price, and Setalink handles payment via Stripe. Buyers get instant download access. You receive payouts to your bank account with a 6% platform fee. Popular items include retirement checklists ($27–$97), tax planning worksheets, and Social Security optimization guides.
Can I capture email leads for my newsletter?
Yes. The Pro plan ($9/mo) includes an email capture form you can add to your page. Offer a free resource like a "2025 Year-End Tax Checklist" and build a warm list of subscribers who already trust your expertise.
Will this look professional for HNW clients?
Yes. Setalink offers clean, minimal themes that look sharp on desktop and mobile. You can remove Setalink branding on the Pro plan, use a custom domain (e.g., links.yourfirm.com), and customize colors to match your brand. It will look like a premium, intentional digital presence.
What's the difference between the Pro and Creator plans?
Pro ($9/mo) gives you unlimited links, email capture, analytics, custom domain, and branding removal — perfect if your goal is booking consultations and growing your newsletter. Creator ($29/mo) adds the ability to sell digital products and guides. Start with Pro and upgrade when you're ready to monetize your content.
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