It’s not just about a story of numbers, it’s about a number of stories.

This keynote speech of Peter de Kuster focuses on how financial services professionals can begin to move their practices toward the ‘Your Clients Story’ model—where every product and service is tied directly to the life story, mission, transitions and goals of the client.

Your Clients Story is a story discovery process that focuses on who the client is, instead of the assets he or she has. By using the Your Clients Story model, financial services professionals can demonstrate to clients how every aspect of their life story has a powerful impact on their wealth-building or wealth-protecting process.

Peter will discuss the four areas of client story discovery that are key to the Your Clients Story discovery process:

• What they are passionate about. What makes them happy and what not.
• What are their goals this year. Their projects, people they want to meet, work they want to realize.
• What are important life and business transitions for them this year.
• What means financial freedom to them. The importance of making financial goals tangible
• The inspiring stories that guide clients’ lives and decisions about money

Based on Peter’s questionnaires which are used by thousands of professionals worldwide, financial services professionals will walk away with a fresh sense of confidence that they are asking the right questions and building their relationships on the right foundation.