Telling the Financial Story

If you want to get results, start connecting with the right side of the brain.

As successful financial services professionals know, it’s all about making human connections—and it takes more than mathematical, selling, and organizational skills to make those connections. It takes intuitive insight and a desire to know who your clients are, so you can begin speaking a language they will understand

In this affecting and illuminating presentation, Peter talks about the three aspects of becoming a more intuitive, storytelling financial services professional:

  • Understanding the power of emotion in the decision-making process
  • Understanding your client’s story before attempting to tell your own story
  • Understanding the power of the analogy and metaphor in explaining your products and services

Put the power of story telling into selling financial services and products. Peter explains the process of making these intuitive connections, then translate his findings into understandable and practical strategies that any financial professional can use. He presents actual stories, including those of Virgin Money,  The Motley Fool, Warren Buffet,  David Bowie and Casanova, who are among the greatest “storysellers” of all time.

These actual stories can help financial pros tap into the “gut reaction” of different types of clients. it also includes special topics on communicating to women, the 50+ market, and the affluent.