A new story for financial planning: They Lived Happily Ever After

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…

Capturing your Client’s Attention

What Clark Gable and Doris Day Can Teach Financial Professionals About Storytelling One of my favourite business metaphors comes from the classic film Teacher’s Pet starring Clark Gable and Doris Day. At first glance, it is a romantic comedy. Look a little deeper and it becomes a masterclass in communication. Clark Gable plays Jim Gannon,…