Topline Score

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Bio

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Topline AI

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Experience

    • United States
    • Marketing Services
    • 1 - 100 Employee
    • Founder
      • Dec 2022 - Present

      Denver Metropolitan Area Life is too short to sound like every other financial advisor. At Advisor Story™, turning financial professionals into profound storytellers is who we are. Equipping financial professionals to create meaningful connections is what we do. -- Our Manifesto: We Believe In Your Advisor Story™ Your life and work matter far beyond your AUM, team size, or the Alphabet soup of credentials behind your name. Investors crave confidence and certainty. Deep down, you know you… Show more Life is too short to sound like every other financial advisor. At Advisor Story™, turning financial professionals into profound storytellers is who we are. Equipping financial professionals to create meaningful connections is what we do. -- Our Manifesto: We Believe In Your Advisor Story™ Your life and work matter far beyond your AUM, team size, or the Alphabet soup of credentials behind your name. Investors crave confidence and certainty. Deep down, you know you have what it takes to create a remarkable experience for the right investors. The financial advisor who crafts a remarkable story with their clients as the hero is unstoppable. Life is too short to sound like every other financial advisor. Or sound like a financial advisor at all. Talking about portfolio management, investment vehicles, and stock tickers isn’t remarkable. Your story – why you do what you do – is the catalyst to spark a powerful connection with the right investors. You don’t have to settle for boilerplate, vanilla-flavored content that nobody reads, not even your mother. You can craft and share a dynamically different message that disrupts the status quo and snatches attention – without giving your Compliance department ulcers. Your Compliance department is on your side, and they may be your greatest ally for getting your story out into the world in a CYA sort of way. Because yes, your message matters, and why you do what you do has the power to change the world for good. But if you don’t know how to tell it well, the world will never know. Be remarkable because this is your Advisor Story™. -- Take the first step by filling out our Advisor Storyboarding™ Intake Form: advisorstory.com/start Show less

    • Founder
      • Oct 2013 - Present

      Greater Denver Area We are the only messaging development agency for speakers, coaches, and consultants that leverages neuroscience-based ethical persuasion and conscious empathy to clarify your message so you can elevate your impact for good. Our Expert Message Method is a three-part proprietary framework that helps clarify what you're passionate about (Manifesto), identify the people you want to serve (Market), and then craft your message into valuable content that can change the world for good… Show more We are the only messaging development agency for speakers, coaches, and consultants that leverages neuroscience-based ethical persuasion and conscious empathy to clarify your message so you can elevate your impact for good. Our Expert Message Method is a three-part proprietary framework that helps clarify what you're passionate about (Manifesto), identify the people you want to serve (Market), and then craft your message into valuable content that can change the world for good (Message). See what's possible by visiting keynotecontent.com. Show less

Education

  • University at Buffalo

Community

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