The Story. The City. Your Journey.

Take the story on the road.

Our Learning Journeys bring the ideas of Telling the Financial Story to the world’s great cities.

The curriculum stays the same.

The city changes the way you see it.

Berlin. Barcelona. Rome. Florence. London. Paris. Amsterdam. New York. Melbourne.

THE NEW RETIREMENT STORY

Retirement is not the end of the story. It’s the beginning of a new chapter.

What happens when work is no longer the centre of your life?

What will you do with your time, freedom, relationships, experience and ambition?

Explore the New Retirement Story through the history, culture and character of a great city.

Berlin → Barcelona → Rome → Florence → London → Paris → Amsterdam → New York → Melbourne

Same story.

Different perspective.

THE CLIENT STORY

Discover the story before you design the solution.

Every financial question has a story behind it.

Learn to discover the ambitions, dilemmas, fears and possibilities behind the numbers — and turn the first conversation into commitment.

Same story. Different city. Different insights.

THE FINANCIAL HERO’S JOURNEY

Your client is the hero. You are the guide.

Explore the universal journey your clients are making — and discover how financial professionals can help them move from uncertainty to possibility and action.

The city becomes part of the journey.

THEY LIVED HAPPILY EVER AFTER

What happens after financial success?

Financial planning traditionally focuses on getting somewhere.

This journey asks what happens when you arrive.

What does a financially successful life actually look like?

Explore the new Financial Life Planning through the stories and experiences of the city.

NINE CITIES. ONE BODY OF IDEAS.

BERLIN
BARCELONA
ROME
FLORENCE
LONDON
PARIS
AMSTERDAM
NEW YORK

You can experience each story in every city.

The story stays.
The city changes.
You change.