The complete "done-for-you"

Marketing System

for Financial & Investment Advisors

Engage your clients, grow your business, tell your story.

The complete "done-for-you"

Marketing System

for Financial & Investment Advisors

Engage your clients, grow your business, tell your story.

You don't pay until we're successful.

You don’t pay us a cent until we get your first new lead in. 

We build & implement everything for the financial and investment advisors we work alongside, with the confidence success will follow.

If you’re not shouting our name from rooftops after 3 months, we can part ways as friends (and you get to keep your website & all content we’ve made to that point).

Advisors can expect to grow 250% quicker

Supercharge your growth

Find more of the right clients

Save 80+ hours per month

Strengthen relationships

Check marketing off your list

How do your Website & Marketing efforts stack up?

Take a free scorecards test

We’ve developed scorecards on a range of topics, from websites to marketing and google reviews, to maximising referrals. 

Each scorecard is free and only takes a couple of minutes to complete. Once you’ve finished, you’ll get the results instantly on your screen, plus helpful hints & tips to improve.

5 more reasons to choose us...

Story Marketing specialises in Financial & Investment Advisors only. That’s it.

The founders know the Financial Services Industry – because they’ve worked it, on the coal face, the same as you.

We understand what you’re looking for, what works, the look and feel. We also understand what your prospects are looking for, and the service your clients expect.

We take the responsibility and trust you place in us very seriously.

We understand that your brand, your Story, is your livelihood. Its food in your mouth and clothes on your kids backs. Its your reputation.

We treat every relationship with every company we work with as if your brand was our own.

We buy into you as much as we hope you’ll buy into us.

 

Your greatest resource.

Save up to 80 hours every month. 2 full days a week.

It’s the only resource we spend without any idea of the balance we have remaining.

Leave the fiddly bits to us. Free up your time, save money & effort, and add enormous value.

Leaving you more time to do what you do best.

The keys to success.

We sweat the small stuff.

We are consistent, if not obsessive.

A major issue with do it yourself marketing is ensuring consistency in what you do – your branding, message, frequency and measurables.

These are all key to successfully telling your story in a way that prospects and client buy into.

 

You don’t start paying us until we’re successful.

We build & implement everything for the financial and investment advisors we work alongside with the confidence success will follow.

So much so, that you do not start paying us until we land your first new prospect.

We back ourselves as much as we’ll be back backing you.

… And what if we’re not successful?

Our risk free offer means that if you’re unsatisfied, you can walk away before you start paying us.

Keep the branding, the website, the content. The lot.

We’re selective with who we work with and won’t take your money just to boost our bottom line.

YOU LIVE IT.

WE TELL IT.

INSIGHTS

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BREAKING: STORY MARKETING GROUP GIVE AWAY A TON OF GUIDES, TIPS & CONTENT ABSOLUTELY FREE

Marketing: How to Make Your Company NOT Stand Out

One of the biggest challenges of marketing is to find what differentiates you from your competitors and shout it from the rooftops. So many businesses think they are telling consumers why they are different but in reality, they are doing the exact opposite. Let’s discuss some common marketing pitfalls that most companies fall into when they try to make themselves stand out from the crowd. Pitfall #1: “The Best” Personal story: I am the ninth youngest of eleven kids. While we were a lower-middle class family we had a lot of love and safety. We always had enough. Nevertheless, if I were to have taken, let’s say, an extra cookie for dessert (without permission), my mom would tell me, “There are 10 other kids in this family. You’re not special.” Today, telling your child that they aren’t special would be considered parental blasphemy but honestly, it was true and completely

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How I Increased My AUM by $10m Without Taking on a Single New Client

As a former financial advisor, I faced a familiar challenge: how to consistently grow my assets under management (AUM) while maintaining strong client relationships. While acquiring new clients is crucial, I discovered a powerful strategy that yielded significant results: deepening existing client relationships through Account-Based Marketing (ABM) principles. Instead of chasing new leads, I focused on maximizing the potential within my existing client base. I realized that many clients had untapped wealth potential – hidden assets, unrealized opportunities, and unmet financial goals. The key, I found, lay in asking the right questions, truly listening to my clients, and demonstrating genuine interest in their lives beyond their investment portfolios. The Power of Deep Client Understanding Traditional client interactions often lacked depth. Advisors would often focus on reviewing performance numbers, discussing market trends, and quickly moving on. I, however, adopted a different approach. I meticulously documented every client interaction, noting not only

Read More »

AI is Ruining Your Chances of Bringing in New Clients! (Or Is It?)

The blessing and the curse of AI – How to harness the power for good. The allure of AI is undeniable. Tools like ChatGPT promise to revolutionize content creation, freeing marketers from the drudgery of writing blog posts, social media updates, and even crafting email campaigns. But the reality is, blindly embracing AI-generated content can be a dangerous game, potentially sabotaging your marketing efforts and driving away potential clients. The Perils of Generic AI Content One of the biggest pitfalls of relying heavily on AI is the production of generic, unoriginal content. AI models are trained on massive datasets, leading them to often regurgitate common phrases, clichés, and generic information. This results in content that lacks originality, depth, and the unique voice that sets your brand apart. Search engines like Google are becoming increasingly sophisticated at detecting AI-generated content. They prioritize original, high-quality content that provides genuine value to readers.

Read More »

What is Branding? (it probably not what you think)

If you ask 100 marketing professionals what a “brand” is, you’ll most likely get 100 different definitions. In large part this is because the marketing field is not an exact science. However, the bedrock truth of marketing and branding is that “it’s all about people.” It doesn’t matter if you use the latest AI tools or direct snail mail, marketing and branding is all about people. Before we explain what a brand is, it will be most helpful to describe what it is not. Branding is not a logo: Falling into this trap is so easy. If you look at logos like the Nike swoosh or the green Starbucks woman it’s understandable to make the assumption that all your company needs is a great logo. Rather, a logo is simply a vessel. People fill this vessel with the ideas and feelings they have about that company. Often the vessel of

Read More »

BREAKING: STORY MARKETING GROUP GIVE AWAY A TON OF GUIDES, TIPS & CONTENT ABSOLUTELY FREE

Book a complimentary strategy meeting

Ready to tell your story?

Boy have we got a story to tell you.. or more, show you. Book in a complimentary strategy meeting and lets discuss your marketing goals. We may do a little showing off during the meeting too, just to show our capabilities. 

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