Connecting you and your client’s best interests

The advisor’s first interest should not be the value of the portfolio, but the values that created the portfolio.

There are three powerful stories influencing the movement of money either toward or away from the financial services professional. Making connections by tapping into these stories will ensure clients for life.

1. Intellectual: the story that causes clients to feel valued, understood and important in the advisor’s eyes.
2. Life: the story that makes life events important to clients—the one that can also have an impact on their money decisions.
3. Emotional: the story that connects advisors to clients—the one that can close the door on all competitors.

In the advisor/client relationship, it is what we do not know about our clients story that can jeopardize prospective and long-term clients alike.

Peter will inspire financial services professionals and provide them with the story tools necessary to have more meaningful—and productive—conversations. Participants will walk away with fresh ideas on how to turn prospects into lifelong clients, as well as how to develop stronger and more fruitful relationships with existing clients.

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 story. 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 contact Peter at peterdekuster@hotmail.nl