OUR STORY
Because You Need to Know Who We Are and If We're the Right Fit.
Who Is Advisor Story™?
Hi, I’m Jon Cook, founder of Advisor Story™, and our story isn’t about us.
It’s about no one showing you how to tell your story when you sat for your CFP®, BFA, or Series whatever-number. Why you became a financial advisor – and why you keep showing up for your clients – that likely wasn’t part of your training.
Maybe no one told you that as an advisor growing your practice you’re the one ultimately responsible for telling your story.
That’s what ignited my idea to start this venture. Advisor Story™ launched as a part of our larger company Keynote Content® in late 2016. While working with over 250 financial advisors one-on-one, I discovered a massive gap in the market.
How the ‘average’ financial advisor talks about what they do is boring, vastly ineffective, even a turnoff for many investors. On the other side of this ‘gap’ is a multitude of investors, all craving to know they’re talking with the right-for-them advisor.
Your story is the bridge. Knowing how to tell why you became a financial advisor is as integral to your success – and your clients’ success, however Compliance allows you to define ‘success’.
At Advisor Story™, we believe in helping you talk with investors like a human, not like a financial advisor. Yes, the technical expertise is essential, but your ability to share a powerful, empathetic story has equal or more value to the right investors.
See What’s Possible By Scheduling
Your Complimentary Advisor Impact Session™.
Our team of storytellers, copywriters, and branding guides are expertly equipped to elevate how you talk about your advisory business. The first step is connecting for what we call our Advisor Impact Session™.
There’s no cost, but you want to know what we’ll discuss. During our call, we will:
- Take a look at your Origin Story – why did you become an advisor, but more importantly, why do you stay as a financial advisor?
- Review your current website, prospective client narrative, and current client experience.
- Revisit your core values and how you’re currently talking about what matters the most to you and your clients.
- Create at least three simple action steps you can implement for quick, impactful ‘wins’ within your business.
- And IF it seems like we may be a good fit to work together, we’ll share about how we help advisors like you get remarkable momentum with a more powerful, profitable message.
Start by filling out our five-minute Intake Form. It’s easy, simple, and will help us learn more about your work. After you complete the form, you’ll get a link to schedule your Advisor Impact Session™.