Portfolio & Examples

“The business profile Jim wrote for me has helped me differentiate my business from my competition. As a financial adviser, trust is a large part of my relationship with my clients. Jim’s skill in helping me tell my story has been a great help in helping me build and maintain that trust. I email my story to every new client, and include it in my investment proposals. It has proven to be one of my most valuable marketing tools.”

Mark Dunn, Edward Jones Investments

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