It’s not just about a story of numbers, it’s about a number of stories.

This story of Peter de Kuster focuses on how financial services professionals can begin to move their practices toward the ‘Your Clients Story’ model—where every product and service is tied directly to the life story, mission, transitions and goals of the client.

Your Clients Story is a story discovery process that focuses on who the client is, instead of the assets he or she has. By using the Your Clients Story model, financial services professionals can demonstrate to clients how every aspect of their life story has a powerful impact on their wealth-building or wealth-protecting process.

Peter will discuss the four areas of client story discovery that are key to the Your Clients Story discovery process:

• What they are passionate about. What makes them happy and what not.
• What are their goals this year. Their projects, people they want to meet, work they want to realize.
• What are important life and business transitions for them this year.
• What means financial freedom to them. The importance of making financial goals tangible
• The inspiring stories that guide clients’ lives and decisions about money

Based on Peter’s questionnaires which are used by thousands of professionals worldwide, financial services professionals will walk away with a fresh sense of confidence that they are asking the right questions and building their relationships on the right foundation.

Practical Info

The price of this one day storytelling seminar is Euro 995 excluding VAT per person

When you come with three or more people there are special prices

You can reach Peter for questions about dates and the program by mailing him at peterdekuster@hotmail.nl

TIMETABLE

09.40    Tea & Coffee on arrival

10.00     Morning Session

13.00     Lunch Break

14.00     Afternoon Session

18.00     Drinks

Read on for a detailed breakdown of Your Clients Story itinerary.

What You can Expect

Part I.   Your Clients Story

•  The Magnetic Power of Curiosity
•  Six Degrees of Separation
•  Why We Can’t Resist a Great Question
•  Find Out What Makes Each Client Unique
•  The Question is the Answer
•  Moving from Monologue to Dialogue
•  Merging the Quantitative & Qualitative: An Introduction to Financial Storytelling

Part II.  Your Clients Journey

•  Where your Client has Been. The Biographical Story
•  Understanding your Clients Experiences with Money and Financial Services
•  Where your Client is.  The Power of the Present Story.
•  How your Client Got There.  The Principles Inquiry
•  Where your Client Wants to Be.  Mastering the Quest Inquiry.
•  The Hero’s Journey:  The Story of Entrepreneurs
•  Passion Never Retires:  The New Retirement Story
•  The ‘Bring Meaning to my Money’ story

About Peter de Kuster

Peter de Kuster is the founder of Telling the Financial Story – how Financial Services Professionals can engage their clients with the power of storytelling. Peter’s approach combines indepth storytelling and marketing expertise with over 20 years experience in the financial services industry.

Peter is founder of the Heroine’s Journey and Hero’s Journey project where worldwide thousands of professionals shared their story of making money doing what you love. He wrote 50+ books. Peter has an MBA in Marketing,  MBA in Financial Economics and graduated at university in Sociology and Communication Sciences.

You can reach Peter for questions by mailing him at peterdekuster@hotmail.nl