Set free the single most powerful tool you have as a financial advisor to grow your business and build your legacy.
As a financial advisor, we believe that your story and message are the most powerful things you have to differentiate yourself in your market, grow your business, and create your most impactful legacy.
As experts in the art of communication, this is what we know to be true: your ability to communicate about what you do in a powerful, clear, compelling way that creates an authentic connection with your clients is what unlocks your potential to create the income and impact you are truly capable of.
And your story is the key to uncovering your most unique, meaningful message that transforms your business into a legacy that you, your team and your clients are inspired by.
We understand financial advisors and what creates the highest level of impact in their business in a way that nobody else does.
During his time as a financial advisor, Chris Smith, now the Founder of the Campfire Effect™, had a life-changing realization—his skills as an advisor made him valuable, but his natural ability to powerfully communicate about who he was and what his firm did was what set his business apart, and took his company to a level beyond what they thought possible.
As an advisor, Chris inspired his firm to take a stand for their story and message, and that was the key that began bringing in as many assets under management in one month as they had originally done in a whole year.
This realization launched Chris into his passion and calling- founding the Campfire Effect™, a company that turns financial advisors into powerful communicators and trail-blazing legacy-builders, and which has now gone on to serve hundreds of successful advisors.
When financial advisors first come to us, their biggest struggle is not knowing how to powerfully communicate who they are and what they do in a way that sets them apart in a saturated market.
This often leads them to work way harder than they should to get the clients they have, leaving them tired from constantly chasing business and lacking a deeper sense of inspiration.
The financial advisors we work with are excellent at what they do. But what they do isn’t what truly sets them apart. It’s their ability to communicate who they are, what they stand for, and their unique value that creates an authentic connection with their clients and an undeniable demand for their services.
And their lack of clarity around how to powerfully communicate those things is the one thing that is holding them back from creating the most impactful version of their business.
We totally understand this struggle… most advisors spend years becoming experts in their industry but have never had the opportunity to learn how to communicate about what they do in a truly meaningful way.
Meet Casey Weade
Like one of our clients, Casey Weade with Howard Bailey Financial…
When Casey came to us, like many of our clients who are advisors, he had a successful firm that he was building through live seminars… but all of the weight of getting new clients fell solely on him. His team thought they lacked the confidence to go out and do what Casey was doing, but what they really lacked was a story and a message they could truly get behind.
After doing over 300 seminars himself, Casey was exhausted, and ultimately, was limited in his capacity to grow.
When we took Casey through our program, he uncovered THE message he was called to share—that deeper, personal truth we help all of our clients uncover. And as he began sharing his new story and message at his seminars, he began booking his highest scheduling rates he’d ever had.
But the real transformation in his business came from his team becoming empowered with the confidence of the new company story and message. Using our framework, his team finally had a story that they felt a deeper connection to, giving them the confidence to take over the seminars for Casey altogether.
This is the intangible power of uncovering your story and sharing your most authentic message that takes a stand for something that matters, and speaks to the hearts of your potential clients. And that, at our core, is the Campfire Effect™.
We’ve helped hundreds of advisors like Casey,
and we can help you too
If you are ready to transform your business through the power of your story and message, book a call with our team today so you can learn the best way to work with us.
More from our clients
Helping financial advisors grow their business by sharing their most powerful story and message is what we do. Inspiring them to transform their business into their legacy is who we are.
“Prior to going through The Campfire Effect, I was not sharing the story of who I was or why I had such a passion for being an advisor. Also, I knew who I truly felt called to serve as clients but was nervous to fully commit and declare that to the world. The process not only helped me uncover my authentic story but also gave me the courage to share it with the clients I feel most called to work with. It has completely changed the dynamic of my conversations with prospective clients. AND I was able to bring on the two largest clients in the history of my firm in one month! Most importantly, this process, for the first time, I connected all the dots on my journey, I fully accepted and made a deep connection with who I truly am. I am inspiring, impactful and unstoppable!”
– Lan J. Shaw, CFP®, CEPA®, Financial Planner
“The Campfire Effect allowed myself and our firm to uncover and articulate the through line of my life and message which is FREEDOM and living NOW. This is our greatest differentiating factor and I believe we now have the story and messaging that captures what we do in a way that is as powerful as what we actually do. It allows us to stand out and differentiate ourselves in a very commoditized, crowded industry. Also, it allowed everyone on my team to see how their life and story is connected to what we stand for as a firm.”
– Scott Ford, Managing Director, Partner & Wealth Advisor at Carson Wealth Management
“Just wanted to reach out about our experience with your program. Thought it would be how to craft your story but it turned out to be so much more. You helped us find our WORD as the throughline of ALL our messaging and everything that goes with it. We now begin and end all conversations/talks with these key phrases which has helped differentiate us from the competition. (I can attest a new $5M relationship to just the wording you helped us create). We now also have a storytelling tour that the team delivers prior to meeting with any of the advisors and if they weren’t pre-sold when they came in that really sets the stage for the conversion. All I can say is AMAZING.”
– Bryan Sweet, Founder & CEO of Wealth Advisor, RJFS
“I have been a Financial Advisor for about 25 years. When people asked me what I did for a living… I always disliked saying, ‘I am a financial advisor’ or ‘I manage money’ or ‘I work with money.’ So after listening to Chris at one of my meetings speak about developing your own personal story which comes from your heart as well as your mind, I decided to go to Gilbert AZ for a session with him. Well after 25 years I finally have the right story for ‘What do you do?’ It is all about who you are as a person. My values are now my message. I am now re-designing all of my messaging content. To say the least it feels great! If your story/message is important to you… I would highly recommend you go through The Campfire Effect. I feel like some magic occurred during my time with The Campfire Effect. Again, my advice… don’t delay, you won’t be sorry.”
– Mark Aho, Financial Advisor MBA, CFP®, CIMA®
Are you ready to
Transform your business?
If you are ready to transform your business through the power of your story and message, book a call with our team today so you can learn the best way to work with us.