THE PROGRAMMES
From Financial Expert to Financial Storyteller
Financial professionals already know a great deal about money.
They understand markets, pensions, investments, insurance, wealth, risk and financial planning.
But knowledge alone does not create engagement.
People engage when something becomes meaningful to them.
That is why our programmes are not simply about learning more about storytelling.
They are designed to change the way you see, listen to, question and engage with your clients.
Discover the story. Understand the person. Change the conversation.
Through StoryDiscovery, you learn to look beyond the first answer and discover the experiences, ambitions, fears, relationships and dreams that shape your client’s relationship with money.
Through Storytelling, you learn to connect your financial expertise with that human story.
The result is a different kind of client conversation.
One that moves:
from information to meaning
from advice to engagement
from transactions to relationships
from financial products to human lives.
THE TRANSFORMATION
You don’t become a storyteller by learning how to tell better stories.
You become a Financial Storyteller by learning to discover the story first.
Our programmes help you develop the ability to:
Pay attention differently.
Notice what your client says — and what may be left unsaid.
Ask better questions.
Move beyond the obvious answer and explore what really matters.
Discover the real story.
Understand the person behind the financial facts.
See the patterns.
Use characters, plots and dramatic situations to make sense of human behaviour.
Tell the financial story.
Connect your expertise to the client’s life in a way that creates meaning and engagement.
Create a different future.
Help clients see choices and possibilities they may not have seen before.
THE STORIES
Our programmes are built around different stories people live with money.
They can be explored independently or combined into a deeper transformation journey.
Among the stories we are developing are:
YOUR CLIENT’S REAL STORY
Discover what lies beneath the financial question.
BECOME A BETTER BIOGRAPHER FOR YOUR CLIENT
Learn to understand the life behind the financial facts.
THE NEW RETIREMENT STORY
Help people move from a story about stopping work to a story about what comes next.
TELLING THE FINANCIAL STORY
Turn financial expertise into stories that people can understand, remember and act upon.
More stories are emerging through our work with financial professionals around the world.
CHOOSE YOUR JOURNEY
The programmes can be designed for different levels of ambition.
ONE-DAY EXPERIENCE
A concentrated introduction to StoryDiscovery and Storytelling.
A day to see your clients — and your own role as a financial professional — differently.
TWO-DAY TRANSFORMATION
A deeper journey from StoryDiscovery to Storytelling, with time to practise, experiment and apply the approach to real client situations.
DEEPER PROGRAMMES
For teams and organisations that want to make storytelling part of the way they engage clients.
We work with your people, your clients, your challenges and your ambitions to create a programme around the stories that matter most.
KEYNOTES & MASTERCLASSES
For conferences, leadership teams and professional communities that want to explore a more human future for financial services.
FOR FINANCIAL SERVICES PROFESSIONALS
These programmes are particularly relevant for people who believe there must be a better way to engage clients with their money.
For Explorers who are questioning how financial services work today.
For Creators who are building what financial services could become.
For professionals working in:
wealth management · financial planning · pensions · retirement · insurance · banking · investment · financial wellbeing · client experience · advice · propositions
THE OUTCOME
The ambition is simple:
To help you become the financial professional your clients need for the stories they are actually living.
Because the future of financial services will not be won by those who simply provide more financial information.
It will be shaped by those who can understand people more deeply and engage them more meaningfully.
Changing the way financial services engage people with their money — through the power of stories.
Start your transformation.
Telling the Financial Story 