It’s a big story, one filled with hopes, dreams and especially aspirations. But so often it comes with trepidation, hesitation, and doubt. We tend to need help for our efforts to have any chance of yielding significant change. For enterprises the world over, this is an opportunity: to get into the business of transforming people…
Tag: marketing
Telling the Financial Story
Guiding Customers to Achieve Their Aspirations There’s a moment in every financial conversation where the numbers stop mattering — not because they’re unimportant, but because they were never the point. A client doesn’t sit down with an advisor because they want a spreadsheet. They sit down because somewhere underneath the question about pensions, or mortgages,…
The Story Intelligent Advisor Seminar
In today’s ultra-competitive business environment, it’s not enough for sales professionals to be adept at technical and tactical skills such as getting appointments, making presentations, and closing deals. To really succeed, they must develop and apply their relational skills or what Peter de Kuster calls story intelligence to help them connect with people, recognize customer…
Your Clients Story Seminar
Your Client’s Story 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 Client’s Story’ model—where every product and service is tied directly to the life story, mission, transitions and…
Your Client’s Story
When I ask financial advisors what business they are in, most answer: investments, retirement planning, estate planning, tax optimization or wealth management. I understand why. That is what the industry has taught us. But after working with thousands of financial professionals in more than twenty countries, I have come to a different conclusion. We are…
Telling the Financial Story 