Telling the Story of the Affluent
Telling the Story of the 60+
Telling the Woman’s Story

So far in this seminar Peter will explain how the best financial storytellers operate. These successful financial services professionals have learned to truly listen to and understand their clients and are skilled in telling the financial story with easy to understand metaphors and stories. Now, Peter will show in which attractive markets they practices these skills. He highlights the three top sectors of society where burgeoning wealth is to be found: The Affluent market, the 60+ market and the Women’s market.

Although these fast-growing markets are obvious to the financial services professional, they are not always easy to penetrate or prosper in. Peter believes that you, by taking a storyteller’s approach to these markets, can positively differentiate yourself from all the other professionals they have heard. Any financial advisor can quote returns and recommend asset allocation, but it takes an exceptional advisor to really listen to client’s stories, connect with their core personality, and describe financial matters in a language they understand. This and the following stories on the  60+ market and Women’s market will give you an emotional blueprint to work with to better connect with each of these prospering groups.