Bookings
The first meeting, one tap from your videos
A bookings block links to the booking page you already use. A teacher who watched your pension video picks a time for a first meeting there.
First meeting, 45 minBook
Link in bio for financial advisors
First meeting, guides and your disclosures in one place. More.You is a link in bio page for independent financial advisors. People book a first meeting, read your guides and open your disclosures and licence details.
Daniel MensahIndependent advisor in Calgary. Retirement planning for teachers.
First meeting, 45 minBook
Guides
Teacher pension choices
RRSP or TFSA, the basics
Five years before you retire
How are you paid?An hourly rate or a flat yearly price. No commission.
20NovRetirement basics eveningLibrary, Thu 7 pmSign up
Disclosures and licence details
more.you/danielmensahplans
The blocks an advisor's page needs
People who watch your videos want to know who you are, how you are paid and how to meet you. These blocks answer them in writing before the first meeting.
Collection
General guides under one title
A collection named Guides links to the explainers on your website. Each one covers a single topic, such as pension choices, and stays general.
Guides
Teacher pension choices
RRSP or TFSA, the basics
Five years before you retire
FAQ
How you are paid, in your own words
Write how you charge, such as an hourly rate or a flat yearly price. People read it before the meeting, so the first question is about their plans.
How are you paid?An hourly rate or a flat yearly price. No commission.
Links
Disclosures and licence details, one tap away
A link block opens your disclosure document, and another opens your entry on the regulator's register. Anyone can check who you are before they book.
Disclosures and licence details
Your guides and meeting details for AI
Your page writes an llms.txt file and JSON-LD from its blocks. An assistant asked about advisors for teachers in Calgary reads how you are paid and how to book, in your words.
What an AI assistant reads here
- name
- Daniel Mensah
- about
- independent financial advisor, Calgary
- works with
- teachers planning retirement
- first meeting
- 45 minutes, booking page link
- paid by
- hourly rate or flat yearly price
- next talk
- 20 Nov, public library, 7 pm
A page for your advisory practice
- 01
Claim your name
Type the name you want after more.you/ and create your free account.
- 02
Start from your practice website
Give AI page generation the address of your practice website. It proposes a page with your guides and booking link, using only links from that site. You decide what to apply.
- 03
Add the meeting, guides and disclosures
Add a bookings block for first meetings, a Guides collection, an FAQ block on how you are paid, an event block for your next talk and a link to your disclosures. Then publish.
On Pro, your page loads on your practice's domain with automatic HTTPS, and More.You branding is gone. Pro is $5/month billed annually ($7 month to month). Every block on this page is on the Free plan.
Questions from financial advisors
Are there rules for what I put on my bio page?
Yes. You write the page, so check it against the advertising rules of your profession and your regulator. Keep guides general, and add the disclosures and licence details those rules ask for.
Can people book a first meeting from my link in bio?
Yes. The bookings block opens the booking page you use now, such as Calendly, in one tap. People choose a time for the first meeting on that page.
Where do I put my guides?
In a collection named Guides, with one item per guide. Each item opens the guide on your website, such as a page about pension choices for teachers.
How do I explain how I am paid?
Write it in an FAQ block in plain words, such as an hourly rate or a flat yearly price. The answer also goes into your page's FAQPage data for assistants to read.
Can I link my licence details and disclosures?
Yes. Add a link block that opens your disclosure document and one that opens your entry on your regulator's public register. Place both near the bookings block.
Can I list a public talk or seminar?
Yes. Add an event block with the date, the venue and a Sign up button that opens your sign-up page. When the talk is over, remove the block.
What does an advisor's page cost?
The Free plan costs nothing. It gives you one page with bookings, collections, FAQ, events and links, and you sign up with no card.
More pages: Link in bio for tax advisors, Link in bio for insurance brokers, Link in bio for coaches, Blocks, AI page builder, AI-readable pages, Custom domain, Taking bookings, Answering questions, or every audience.
Guides: Bookings Through Link in Bio: A Setup Guide, Link in Bio for Business: Small Business Setup and 8 Tools.
Related pages
Put your first meeting and disclosures on one link
Claim your name, add the booking page, your guides and your disclosures, and place the link under every video you publish.