“Every success story needs a next chapter. How we invest today is how we live tomorrow” That’s the magnetic payoff of Julius Baer’s recent campaign, a masterclass in Telling the Financial Story. I’ve spent years bridging the gap between cold numbers and human narratives, drawing from disruptive reinvention, life-planning tales, and the heroic journeys that…
One Day Seminar Telling the Financial Story
If you want to get results, start connecting with the right side of the brain. Peter de Kuster will learn you to be a better storyteller. As successful financial advisors 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…
One Day Seminar: Your Client’s Story
It’s not just about a story of numbers, it’s about a number of stories. This story 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…
One Day Seminar: The New Retirement Story
Retirement at age 65 is an artificial finish line that no longer fits our time. More than 10 years ago, Peter broke the rules of conversation about retirement with his groundbreaking New Retirement Story. He changed the story about retirement from one focused solely on money to one focused on creating a life and work…
John Parker about ‘what climate impact has your pension?
This pension technology provider offers pension providers personalized climate impact info for their clients right now While some of the biggest pension providers are experiencing challenges with regards to responding to customer’s desires to make their pension money green. John Parker says that where pension providers struggle with engaging employees with their pensions the climate…
Telling the Financial Story 