Customer Reviews

Storyselling for Financial Advisors: How Top Producers Sell

5 star:		(9)
4 star:		(0)
3 star:		(0)
2 star:		(3)
1 star:		(2)

 

 

I was really disappointed with this book. I was looking for a book that would help me structure my presentation and give me a pool of metaphors and analogies that I could use to help clients understanding. Whilst the end of the book contains maybe 25 metaphor presentations on various topics (diversification, why use an adviser, bear markets etc.) the rest of the book is pretty much filler.
Quotes take up half of nearly every page.

There are chapters that discuss presenting to the 65+ market and to women that contain very little useful information.

There's a frustrating section discussing the "science" behind storyselling.[

This book isn't worth $5, let alone the $30 it retails for.]

This was a very interesting take on how to get your clients to see the benefits of being invested and staying invested for the long term. The analogies and metaphors used by some of the top Financial Advisors and of course Warren Buffet, made me chuckle at their simplicity, but when I put these in to practice, the expression of "now I get it" in their body language definitely made this read worth it.

I think you will find something useful in this excellent book. Anyone involved in direct client contact must to make the investment in this book. Storyselling is an absolute must read for financial professionals. You are able to use anecdotes, stories, and analogies rather than ledgers and charts. Your clients will love your new, easy to understand approach. This book provides many ways to explain difficult concepts to the average investor. I strongly recommend this book to anyone in the financial services profession. Storyselling illustrates for us how to connect with customers on the emotional plane through stories.

No matter how long you have been in the financial world, I suspect you will find something useful in this excellent book. As a financial professional, a strong analytical side is imperative... but this but book is a great reminder that you need to connect with your clients and prospects on other levels as well. For veteran sales people, much of this will probably be old hat, but there are lots of specific examples, many of which I have begun to incorporate into my own presentations. Even one good idea will more than compensate for the cost of the book and your time and I suspect that most people will get far more than one. I encourage anyone involved in direct client contact to make the investment in this book.

This book provides many ways to explain difficult concepts to the average investor. I am far from being a rookie, and I found it to be very helpful in getting points across that may be mundane otherwise. Clients have been thanking me for explaining things in a format that can truly follow. I strongly recommend this book to anyone in the financial services profession - old and new.

Financial advisors, treat yourselves to this book! And buy a copy to give a colleague new to our profession! The message of this excellent book is this: "Sell what clients understand and relate to: concepts and benefits, not facts and figures. For by explaining concepts and benefits, they will understand and will in turn trust you." Story telling is one of the oldest and THE most effective way of educating and passing on information. I have been a financial advisor for 26 years and I profited greatly by reading this interesting and well written book. I wish I could have read it many years ago. HIGHLY RECOMMENDED!

This is an absolute must read for financial professionals. This book has helped me to greatly improved my practice. I now use anecdotes, stories, and analogies rather than ledgers and charts. Your clients will love your new, easy to understand approach.

This might be o.k. for a rookie advisor with no prior experience, maybe right out of college. I really got no value out of this book.

A fantastic book...a must read...practical anecdotes & reader friendly language used that take the message home. However, the author mentions a sight storysellers.com, that is not available. If they can let us know the new address.

In an increasingly crowded and competitve marketplace for individual financial services, the key to success lies in making that special connection with the customer. Financial planning too often gets bogged down in quantitative overanalysis: Alphas, Betas, Sharpes, Distribution Analysis, Volatility, etc.While these measures are all important in portfolio management and security selection, the key to winning the trust of the investing public is qualitative and personal.
People choose a financial professional based on trust and the assurance that they speak the same financial language.
StorySelling addresses this key issue of relating to the customer. The best way to communicate complicated quantitative information is through the use of stories: real-life examples, metaphors, and allegories of decision-making on a human, personal, emotional level. Ultimately, all financial decisions and the forging of professional relationships in the financial services arena are emotional ones.
Story Selling illustrates for us how to connect with customers on the emotional plane through stories. Bravo !