Margie Shard, CFP® business scaling and sales funnel strategist, is a financial industry trailblazer, best-selling author, international speaker, and business growth expert for online entrepreneurs. Her unique understanding of online sales funnels and how to create a niche in a short time is unparalleled. After building a 7-figure financial firm, she sold her firm in May 2016, and is the successful founder of several 6 and 7- figure businesses built online through social media. She has numerous community and professional accolades including Investment News 40 Under 40, Five Star Professional, and Peak Advisor’s Practice of the Year.
After years of long hours creating a thriving financial firm, as well as feeling guilty as a full time – overworked mom, she transitioned her role and her life. Currently only working 20-30 hours a week and entirely location independent as a Business Scaling & Sales Funnel Strategist, Margie is passionate about helping others unlock their golden handcuffs and intentionally design their life. She is an expert at helping you take action to create massive impact so you can serve the world in a bigger way. In her free time, Margie writes romance fiction novels and admittedly, living in her dream location, enjoying the lifestyle she’s always wanted with her husband Tony and their son, Keegan.
“I help driven entrepreneurs go quickly from $0-6-figures, or scale from the 6-7-figure mark utilizing automation, and then I dive further and teach them how to build influence and wealth utilizing social media.”
More about Margie
Her best selling book, Financial Planning Exposed: Overcoming Myths to Create a Secure Future, empowers people to take control of their retirement plans while designing a secure future for themselves. Margie’s desire to stop the misinformation in the financial advisor industry stems from the disastrous situations she had witnessed since entering the industry in 2001.
The brains and host behind the previously recognized radio broadcast, “The Margie Shard Show”, also streamed nationally via podcast. Margie’s entrepreneurial spirit led her to create community events such as the Shard Financial Back Pack Night (formerly Women, Wine, Fashion & Finance) Fundraiser for the Food Bank of Eastern Michigan, as well as 100 Women Igniting Change. She has received numerous accolades for both her professional and community work.
Recognized by Investment News, 40 Under 40, and Peak Advisor’s Practice of the Year, her inclination to share resources and knowledge has found its way into work outside the office.
“I’m in an abundance mentality, rather than ‘I can’t talk to you because you’ll steal my ideas,’” Ms. Shard said. “We all become better if we share our ideas.”
A unique understanding of lead generation through online marketing has led her to help hundreds of entrepreneurs forge their own path to financial, time and location independence. Her diverse expertise in finance, entrepreneurship, online marketing and mindset allows her to really dig deep with her clients and motivate them to take the steps needed to create real change.