Undoubtedly, as a professional marketing consultant, you probably find yourself in an endless cycle of balancing your business development efforts with managing client projects. Without the right amount of support to help you manage it all, you recognize your consulting practice may struggle to grow.
Wouldn’t it be nice to have a team of bankers who nurture your portfolio growth and a system in place that helps you complete your projects quicker, so your customers are happier and your practice really grows? Now you can.
Introducing Second Story Advisors
Second Story Advisors transforms community banks into business destinations by expanding the excellent customer service they are known for with added guidance, advice, services, tools and resources businesses need but never find at the big banks.
Want to join us in building communities that help inspire local business success?
Make This Your Reality
We recruit the absolute best marketing consultants who know the bank’s local market and provide cutting-edge technology that has only been available to big banks — until now!
Become your community bank’s new ally
With all of your expertise as a marketing consultant, you’ll become the go-to expert for local businesses seeking solutions that improve their business. Naturally, you’ll convert these marketing consulting meetings into new opportunities for your bank through increased foot traffic and meticulously orchestrated ‘collisions’ between the bank’s prospects and the bank’s people.
With back-office support to help you deliver great advice and even better customer service, it’s a real game changer for your practice. And your sphere of influence becomes the bank’s sphere too, only furthering the two-way partnership.
Our customized CRM technology platform allows our marketing advisors to:
Collect customer data through consultation and online customer portal
Build customer profiles
Support your workflow and streamline delivery of services
Provide dashboard reports on customer activities and expenditures
1The Financial Institution
Signs-up for your preferred subscription service
Chooses between advisor-based or online-only option
Identifies and allocates office space for you
Welcome you onto your team and develops a plan to leverage your expertise
Develop the bank’s Second Story Advisors website
Design the introductory collateral materials, craft and distribute local press release
Provide you with on-going training about all of the services
Relationship management with financial institution
3Second Story Advisors
Collaborate with your team on activities to increase branch foot traffic
Available for scheduled meetings with your clients and team members
Attend sales and operations meetings upon request
Build customer profiles into the CRM and provide dashboard reports on free and purchased services
Make sales from marketing services using your customary processes, platforms and resources
If you’re ready to grow your marketing practice, become a Second Story Advisor.
Through Second Story Advisors, your existing clients can access the robust financial products and services offered through the bank, which may help them improve their cash flow and position.
That’s a value-added benefit you can harness to reward your best clients and attract quality prospects currently being ignored by their existing bank.