WORK WITH US
It's Time to Invest In How You Talk About Your Advisory Business.At Advisor Story™, We Offer a Select Number of Services for Financial Advisors: Message Development, Copywriting Support, Lead Generation, and Ongoing Content Creation.
CLARIFY – Message Development for Financial Advisors
Think of this like Leg Day for building a strong foundation for your brand message – how you talk about your work and why it matters. CLARIFY will give your advisory practice’s leadership and support team confidence and clarity for every conversation, client engagement, and internal communications.
STORIFY™ – Compliance-Friendly Copywriting Support for Financial Advisors
Now that we’ve clarified what makes you remarkably different to stand out in the advisory space, we need to STORIFY™ your process. Our first step is storyboarding your Heroic Investor Story™ using Compliance-friendly copywriting support and screenwriting principles trusted by top Hollywood studios. We articulate your proprietary process and then build a series of conversations to attract and close the right type of investors for your business.
AMPLIFY – Lead Generation, Lead Nurturing, and Content Development for Financial Advisors
We leverage the latest in natural conversation-guided lead generation practices through LinkedIn. Our content team has experience writing for publications like TheStreet, Retirement Weekly, MarketWatch, Investopedia, and Investors Quarterly, to name a few. Imagine articles, video scripts, newsletters, and content all created from your unique perspective and in your brand voice. Side note: Compliance departments love working with us because we write for humans while still thinking of Cathy from Compliance. The secret? Bold Compliance™.
Before We Decide to Work Together,
You Need to Know This…
Fact: we’re not the right fit for every financial professional. We also recognize you’re interviewing us as much as we’re getting to know you. How do you know if we’re the right fit to work together?
We’re likely NOT the right fit to work together IF:
- You don’t actually give a **** about your clients. Being a fiduciary means the world to us, even before it was regulated and ‘cool’ to be a fiduciary.
- You’re not a nice person because there are two types of people in this world: nice, and not nice. If you’re not sure which type you are, we’re probably not the right fit.
- You’re looking for someone magic pill to plug into your advisory business without doing the necessary work.
- You’re a brand-new advisor or an advisor who doesn’t have at least $10M in AUM. (That’s not a random metric, by the way. That lets us know you already have momentum and you’re dedicated to doing work.)
We likely ARE the right fit to work together IF:
- You’re eager to learn and maybe even unlearn some of what your CFP or other type of designation or licensure process taught you.
- You’re ready to invest in how you, your fellow advisors, your support team, and even your clients talk about your work and why it matters.
- You have at least $10M AUM. There are some exceptions, but we typically work with advisory businesses with around $20M AUM and at least two employees (part-time or more).
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™.