Let’s get your story ready for Prime Time.
What’s Included:
- Personal interview with our writer
Complete Founder’s Story (written script only) - One revision included (additional revisions are available for a fee)
- Delivery in script format so it can be used when filming your Founder’s Video.
This professionally written script is yours to use and record on your own, with one of our preferred partners, or with the professional videographer of your choosing.
Shannon Markle – Writer & Industry Veteran –
Shannon Markle – Writer & Industry Veteran –Shannon spent 14 years in the marketing and training of financial advisors under the Lincoln Financial Advisors brand. First starting as a Regional Director of Marketing in Texas, she grew into multiple roles within the firm writing marketing materials for financial advisors across the nation, as well as a comprehensive Marketing Curriculum that was delivered nationwide.
She held dual roles as both Director of Marketing and as the Planning Director for Lincoln’s “Planning Forum,” conference, their largest annual CE curriculum delivered to 2,000 a year. She understands the need to create meaningful messages that comply with even the strictest compliance officers.
Shannon’s understanding of comprehensive financial planning helps her to “connect the dots” between financial advisors’ stories, and the prospects and clients they serve. No two planners are alike, nor should their marketing materials be.
What drives you? What story lies behind your commitment to serve clients toward their financial wellbeing? Using a comprehensive interview process, Shannon gleans an outsider’s view of what clients want to know about who they are entrusting their financial decisions with.
Biographies, marketing brochures and social media messaging can then be coordinated through the lens of your unique personal story.
Stop struggling to find the right words to say – let us help.
The Founder’s Story is a critical step in streamlining your prospect meeting process, and it’s something we encourage every advisor –especially our students– to share with all new prospects clients.
Sign up today and save $200 instantly.
Normally $995, this service is discounted to $795 for a limited time.
