It’s not just about a story of numbers, it’s about a number of stories.
This journey with 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
Based on Peter’s questionnaires (The Hero’s Journey/The Heroine’s Journey) which are answered by thousands of professionals worldwide, creative 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.
About Peter de Kuster
Peter de Kuster is the founder of Telling the Financial Story, the Passion Never Retires project, The Heroine’s Journey & Hero’s Journey project, a storyteller who helps professionals to create careers and lives based on whatever story is most integral to their lifes 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.
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.
You can contact Peter at firstname.lastname@example.org