Financial planners have the potential to transform lives. If they create trusting relationships with clients, they can have generational impact.

But, the financial world is challenging and intimidating for the public because most professionals speak in a “foreign” language – terminology and references that are confusing. When people aren’t sure what you’re saying, they won’t take action.

There’s a saying — “A confused mind says “no.” A clear mind says “go.”

A Popular Common Communication “Tool”

One popular method of connecting with clients is to translate complex concepts into compelling and understandable stories. The art of crafting a business narrative that resonates can mean the difference between a prospective client saying “yes” or doing nothing.

Imagine a scenario where every presentation you give captivates and converts interested prospects into enthusiastic clients.

Using stories isn’t about having another cool tool in your communication arsenal; it’s about elevating your communication skills to a level where clients are eager to work with you and enthusiastically recommend you to others.

If your stories can show a clear path to financial success, then you will stand out as the advisor to work with

But, crafting meaningful and memorable stories is easier said than done. Simply sharing your or your clients’ experiences isn’t enough.

The challenge lies in shaping your narrative in a way that touches the core of your client’s aspirations and fears. Without this connection, the most meticulously planned financial strategy might just end up as another forgotten conversation. If your stories add to this confusion, you risk losing business.

The Value Of Experienced Outside View

This is where storytelling coaching comes in. By partnering with someone who knows the ins and outs of narrative construction, especially within the financial sector, you gain immense benefit. You discover how to structure your stories so that you to engage, inform and inspire action.

This goes beyond traditional communication training; it’s about embedding your advice within stories that stick and move people to see their financial futures with hope and clarity.

You receive tailored feedback on your storytelling technique, the key narrative elements that drive positive decision-making, and strategies to make your stories attention-grabbing and engaging.

With expert coaching, your stories will no longer just be heard; they’ll be felt and remembered. This paves  the way for deeper client relationships and ultimately, a more successful practice.

A Special Offer For Retirement Shield Members

Because you’re part of the Retirement Shield community, we’re offering you the opportunity to work with  Michael Davis, Certified Speaking coach. He’ll review your business story and offer insights into making your narrative more impactful and influential:

Hire Michael and you will discover:

• Which topics people want to hear
• How to immediately capture listener interest
• Which parts to include and which to omit so that you create maximum impact
• The key elements that make every story meaningful and memorable
• The critical step that inspires your listener to take the next step.

Michael’s feedback is custom-tailored to your specific situation. He’ll help you uncover the meaningful parts of your narrative, create immediate interest ,and keep listeners engaged from start-to-finish.

Typically, the fee for this type of coaching is between $750 and $1,250. However as a Retirement Shield member, you can have access to this coaching for just $250.

Your investment includes the following:

• An in-depth review of your story (maximum length seven minutes)
• A video with written transcription of your story
• Specific feedback on your areas of strength and suggestions for improvement
• A recorded one-hour ZOOM call with Michael to discuss your story and suggested changes. (NOTE: You will have permanent access to the recording).
• Bonus material: Access to the PDF version of Michael’s first book —THE Book On Storytelling — and the online course ‘Storytelling Mastery.’

To take your storytelling to a higher level so that you can attract more clients, create deeper levels of trust, and become the advisor people want to work with, start your storytelling journey CLICK HERE.