Founders Story Writing Service

Let Us Help You Tell Your Story

Every advisor has a personal story to share – one that showcases why you are uniquely qualified to help your prospects and clients with their financial planning. Many advisors, however, struggle to tell their story in a consistent manner, or only share their achieved credentials and business history.

Clients do care about your history, but more than anything else, they want to connect with your personal journey and why you’re the best person to help them navigate their financial future.

Because great storytelling doesn’t come naturally to a lot of advisors, we have a resource that can help you get your story out of your head and into a script that’s ready to be shared with the world.

Let's get your story ready for Prime Time.

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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 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.

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Get Your Copy of Erin's Book

Download a digital copy of Erin’s book, Seven Figure Firm: How to Build a Financial Services Business that Grows Itself.

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Time to Take Your Business to the Next Level

Get Your Founders Story Created Today!

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.

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