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About Second Story Advisors

The next element to your business banking success.

Second Story Advisors (SSA) helps community banks and credit unions striving to accelerate growth, do just that, with a differentiated value proposition that’s based on expanding the excellent service you’re already known for with technology that’s only been available to the big banks – until now!

We’re here to help you modernize your community bank into a business destination, where business owners can find services beyond financial products to help them realize their vision. Many of these businesses are currently being ignored by their big bank. By expanding your services to include free marketing guidance, business owners who want to improve their operation will come to you, increasing your foot traffic, where you can then showcase your strengths. Now you’re now in a great position to convert those businesses into new lifetime customers, while winning regulatory favor for your innovative approach. Our venture helps bring all of this together, under one roof – yours, with a simple formula for success:


It’s everything you love about a community bank and more than what you get from a big one.

Our Services

Second Story Marketing Advisors Subscription-based customer acquisition system built for the banking industry

We help you capture a lot of the private information about a business you’d love to know before there’s a loan request. The data that’s collected in the customized CRM helps you personalize your marketing efforts, based on each business’s unique circumstances. Contact us for free demonstration.

Private-Access Social Media Networking siteBuild community and referrals amongst your customers

Offering a private social media site, your brand can be at the center of your customers’ growth. Plus, you can reach customers and SSA prospects with your promotions and alerts in a manner that’s consistent with their online preferences and behaviors. Get a quote and demo.

Convert Underperforming Branches Into Business HubCommunity workspace for business and civic professionals

Monetize underperforming branches by turning a portion of your real estate into a business hub for vetted entrepreneurs, start-ups and non-profits. You’re building a pipeline of future successful businesses, who know you today and will appreciate your taking a chance on them on their road to success. Learn more about our platinum service and see our portfolio of branch build outs.

Mission and Values

Our Mission

We know how to help you take a competitive position in the market place, bring enthusiasm to your brand – and technology to your operation that will increase branch foot traffic, convert prospects into customers, and allies into advocates.

We’re on a mission to help you grow your enterprise, which will make your brand more attractive to employees, customers, buyers and sellers.

Second Story Advisors, founded by banking industry veteran Crystal Sargent and supported by commercial bank and leading global wealth management firm executives, is a division of Invested Advisors, Inc. a California-based business consulting firm specializing in strategic marketing and communications as well as meetings, events and incentive travel through its Invested Traveler division.

For more information about Second Story Advisors please visit us online at:

  • Request a demonstration for your bank or credit union
  • Register to become a marketing advisor in your local market for a local institution

What Industry Leaders Are Saying

I really love your business plan and think it can really help some banks and credit unions find out who they really are. I wish I had met you when I was CEO of our credit union! Paul Socia, Regional Director PennFed Credit Union.

It’s a compelling value proposition! Jamie Maravich, 28-year banking industry veteran, BMO Harris Bank Rockford Market President.

Frequently Asked Questions

Q: Do we have to have a long-term subscription?

A: Not at all. In fact, you can cancel anytime without penalty. Cancellation requires 30 days advance notice and all the business data that was collected remains with your institution.

Q: The monthly subscription seems really affordable. How’s that?

A: We understand financial constraints of growing businesses and created a subscription-based service to provide affordable options that enables you to sign-on without hesitation.

Q: What makes this CRM so unique?

A: Most sales and marketing platforms are designed to help people implement marketing like social media automation or track employee productivity, but neither help the business operator improve their critical thinking.

Our CRM was designed for advisory services, which necessitates we collect data about the business operation. In turn, we’re able to analyze the operation to help business owners improve alignment of strategies with their vision and execution of their tactics. Thus, helping improve the marketing efforts on any automation platform.

Q: Are there any regulatory benefits to this service?

A: We spoke to regulators to inquire about any regulatory hurdles. They offered opinions on what they would want to see from a 3rd party vendor and were receptive to learn more about services that may be considered innovative during exams.

Q: We already use a marketing agency for our bank’s marketing.

A: That’s great. Creative services is a vastly different value proposition that what we offer. The marketing advisor for the Second Story relies on our back office or local professionals in your market to help them successfully manage client requests. You may actually be setting up your marketing agency for more business by connecting them with your Advisor!

Q: How can we easily get the word out about our expanded services?

A: We have partnered with Valassis, a division of Harland Clarke to support your outbound marketing efforts through direct mail and digital services. First class U.S. postage is .45 cents just for mail service, but by leveraging the buying power of Valassis we help you cut that expense in half and includes design, printing, paper and postage. This strategic partner can help you deliver highly targeted direct mail within a given radius around your branch footprint. or 858-472-3682