Each year I see hundreds of books published with advice on how to stay trim, how to grow rich, or how to develop self-confidence. While these self-help books may help a reader in the short term, they are likely to be unsatisfying, for they do little to enhance the quality of experience. But what really…
Tag: mental-health
What Story About Retirement Are You Living Now?
Every story — from myth to a human life — can be traced back to the same building blocks. I call that insight The One Great Story™: 12 characters, 7 plots, 36 dramatic situations, and 2 endings, which together form every story ever told. Retirement is not a new topic I’ve casually applied this framework…
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 Map of Your Brain
Leonardo da Vinci: The Genius Who Used Both Sides of the Brain When people think of Leonardo da Vinci, they often think of the artist who painted the Mona Lisa. But Leonardo was much more than a painter. He was an engineer, scientist, inventor, architect, anatomist and storyteller. He studied the human body, designed machines,…
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…
