The Custom Telling the Financial Story Conference

The Flagship Gathering… Now Customized for Individual Companies

In the years since financial institutions began competing not just on product, but on the relationship they build with clients, Peter de Kuster recognized a pattern nobody had named yet: every advisor and every institution is telling a story, whether they know it or not. Rather than waiting for the world to build a gathering around that truth, he decided to create and stage it himself. The one cardinal rule: it cannot be just another conference.

So was born the Telling the Financial Story Conference.

Since its first gathering, advisors, leaders, and teams building the future of financial services have made the annual pilgrimage to join Peter de Kuster at the Telling the Financial Story Conference. Why? Because they needed a space and guidance to explore, share, and network with others rethinking what it means to guide a client’s financial story in real time. Peter designed and directed each conference — held in a different city every year — as a series of staged experiences that fostered creativity, learning, and idea exchange, using highly interactive techniques, intense individual and small-group participation, and free-form exploration.

Today, the annual public conference has taken its final bow. In its place is a new option: Peter de Kuster’s event can now be designed and staged just for your company. We call it the Telling the Financial Story Conference.

Conference Creation, On-Demand

The Telling the Financial Story Conference borrows the proven format of the original public gathering and lets financial institutions customize the content and location for their own hand-picked participants — advisors, leaders, and the key people shaping how the organization serves its clients. Personally directed onsite by Peter de Kuster, companies can now stage a customized two-day immersive learning experience on demand that exclusively serves their needs and objectives.

Companies pick from a list of past conference cities (or choose a new one), then work with Peter to select the content focus that fits their needs — in areas such as The Opening & Founding Purpose, The Turning Point Under Pressure, Authenticity in Client Relationships, Digital & Hybrid Advice, and Observational Skills for Advisors. The Content Presentations, Looking Excursion, Facilitated Debrief, and List of Top Ten Financial Stories will all revolve around content co-designed with Peter — yielding a one-of-a-kind outcome that changes how your team sees the story they’re telling, and doesn’t let minds snap back to their original shape.

The conference can accommodate groups as small as 6 and as large as 38. Companies work directly with Peter de Kuster to select their city, content focus, and participants. Over the course of a 60-day planning window, a customized run plan and all supporting materials are produced to give the event every hallmark of the original — right down to the admission passes, Top Ten postcards, and Director’s chairs.

Explore the Possibilities for Your Company

Consider what a two-day immersion in Telling the Financial Story can do for your team of advisors and leaders. Reach out to schedule a call with Peter de Kuster for pricing, availability, and scheduling information.

A High-Level Overview

Day One

It’s all about Content and Context. Get intimate, interactive learning on the content of your choice, then take to the streets with the Looking Excursion — customized tour exercises to physicalize your thinking about the story your company, and you, are telling.

Day Two

We debrief and apply. Using Peter’s proprietary methodology, we facilitate a series of conversations across teams and topics to debrief the learnings from Day One and surface significant new ideas. Finish the day with a tour of the Top Ten Financial Stories, from which you’ll extract best principles to apply to your own company’s story.