Client Priorities In a study clients were asked what their priorities were with their financial advisor. Here were their top six priorities: Understand my situation Educate me Respect my assets (no matter how small) Solve my problem – don’t sell me product Monitor my progress Keep in touch Take note that all six of these…
Tag: writing
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…
Financial Storyteller in One Day
Your brand story ― how it resonates in the public heart and mind―is your company’s most valuable competitive advantage. Yet, few companies really know how brand storytellingworks, how to manage it, and how to use brand storytelling strategically. Created by Peter de Kuster this groundbreaking Financial Storyteller in One Day seminar provides the illusive and…
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…
