Storytelling, Talking About Financial Management: Improving the Sales Performance of Financial Products

Author: (USA) Sellar
Publisher:
Publish Date: 2005-08-01
Features: Over 200 selected financial business stories: Have your clients ever been bored by lengthy financial product introductions? Have you ever struggled to explain the impact of inflation to your clients? Have you ever associated an excellent financial advisor with skydiving, flying planes, or roses? Have you used examples like meal delivery services, military planning, or racing to persuade your clients to engage in financial planning? Two amazing takeaways: Teach financial advisors how to design stories for themselves and their company's business. Teach financial advisors how to build a bridge to connect what clients are familiar with (hobbies, certain aspects of their lives) and what they don't understand (investment products, services, or concepts). A feature: This book uses the financial industry as an example; with minor modifications, it can be applied to other industries. This book collects over 200 financial stories, all carefully selected from thousands of Wall Street financial consultants and financial professionals skilled in using storytelling to win clients. The content includes: The value of excellent advisors The need for financial planning Risk management Stock market investments Diversified investment strategies Asset allocation and diversification Protecting investments/Taxes If readers can fully tap into the potential of this book and match the story content with their clients' hobbies and interests, they will quickly build better and more valuable relationships with their clients.