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…

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,…