The New Retirement Story Coaching

The New Retirement Story Coaching: How to add meaningful value to your clients’ lives.  

Have You Seen People Fail at Retirement?
It’s pretty sad to see people work for 40 years then fail to plan for how they will live and enjoy their “retired” years.

As a financial advisor, you are in a unique position to facilitate retirement conversations with your clients and help ensure they live the best life possible with the money they have.

Peter de Kuster, one of the world’s leading business storytellers trains financial services professionals on how to become their client’s Retirement Story Coach.

By becoming your client’s Retirement Story Coach, you can guide them through this major life and business transition and ensure it is everything they hoped it would be.

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JOIN NOW and get immediate access to everything in the program.

Keep scrolling below for all the details, including the sessions, the tools, and yes, the price.

What’s Included?

  1. 3 action-packed days of storytelling sessions with Peter de Kuster. This seminar  includes access to the training presentation on a special website.
  2. Key written highlights from each session.
  3. 5 client-facing tools, assessments, and resources that you can use with your clients.
  4. An amazing public story presentation: The New Retirement Story Planning Your Life and Living Your Dreams at Any Age You Want.  This is an incredible lead-generation presentation that you get to customize with your brand. This turnkey seminar, all by itself, is worth the entire price of the program.

Details of Each Session:

Session 1. The nature of retirement is changing, what are the old retire myths? has your advice kept up?
  • What retirement used to look like and what it’s moving toward.
  • The role of money in retirement.
  • The advisor’s new role in the new retirement story.
  • Client-Facing Tool: What is your Story? Checklist
Session 2. What are your clients retiring from and what are they retiring to?
  • Why the future of retirement may still involve “work.”
  • Working with clients to help them use their money in ways that will maximize life satisfaction.
  • The advisor’s role in guiding clients through telling their life story .
  • Client-Facing Tool: The New Retirement Storyboard

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Session 3. Explaining clients the Power of your Story and how rewriting their story can transform their life and work.
  • Why now is the time to begin measuring your clients’ progress on a more personal level.
  • The They Lived Happily Ever After Index and how you can use it to focus clients on managing their money in a way that improves their life.
  • The advisor’s role in the They Lived Happily Ever After Process™.
  • Client-Facing Tool: They Lived Happily Ever Assessment and Index
Session 4. The What is your Story? Assessment and the They Live Happily Ever After Index and how it can help your clients track their progress on living a fulfilling life.
  • The five steps of the New Retirement Story Coaching Process.
  • Positioning yourself as a The New Retirement Story Expert.
  • The advisor’s role in the The New Retirement Story Coaching Process.
  • Client-Facing Tool: The New Retirement Story Coaching Step-by-Step Process

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Session 5. Putting it all together to create the New Retirement Story Coaching Client Experience and how you charge for it.
By the end of the training, you’ll be equipped to:
  • Discover your clients’ story about their goals, hopes, and fears about retirement.
  • Expertly guide your clients to prepare for retirement and ensure that critical first year is a success.
  • Address the story that your clients tell to themselves that don’t bring them to where they want to be and rewrite that story with them.
  • Discuss the They Lived Happily Ever After Index with your clients to ensure their money is being used to effectively enhance their life.
  • Offer your clients predictable and measurable value that doesn’t depend on the markets going up.
  • Use your new storytelling tools and skills to add more new clients than ever before.

About Peter de Kuster

Peter de Kuster is the founder of Telling the Financial Story,  a storyteller which helps professionals to create careers and lives based on whatever story is most integral to their lives and careers (values, traits, skills and experiences). Peter’s approach combines in-depth storytelling and marketing expertise, and for over 20 years clients have found it effective with a wide range of creative business issues.

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Peter is writer of the series The Heroine’s Journey and Hero’s Journey books, he has an MBA in Marketing,  MBA in Financial Economics and graduated at university in Sociology and Communication Sciences.

Practical Info

The price of this three day seminar is Euro 2.850 excluding VAT per person.  There are special prices when you want to attend with three or more people.

You can reach Peter for questions about dates and the program by mailing him at theherojourneyquestionnaires@gmail.com

TIMETABLE

09.40    Tea & Coffee on arrival

10.00     Morning Session

13.00     Lunch Break

14.00     Afternoon Session

17.00     Drinks