The Hero & The Outlaw

Your story about yourself and business―how it resonates in the public heart and mind―is your most valuable competitive advantage. Yet, few professionals really know how brand meaning works, how to manage it, and how to use brand meaning strategically. Created by the founder of The Hero’s Journey, Peter de Kuster this groundbreaking seminar provides the…

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…

The New Retirement Story Seminar

Retirement at age 65 is an artificial finish line that no longer fits our time. More than 10 years ago, Peter broke the rules of conversation about retirement with his groundbreaking The New Retirement Story. He changed the story about retirement from one focused solely on money to one focused on creating a life and…

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,…

What is Your Gut Feeling? How Decisions Really Get Made

Client Priorities In a study clients were asked what their priorities were with their financial advisor. Here were their top six priorities: Take note that all six of these priorities are relational in nature. People desire a stronger relational bond with the individual who is helping them to determine their financial destiny. Making a favorable…