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The Power of Storytelling in Your Advisory Practice

Every week, we bring you a curated list of articles hand-picked by industry veteran Kristan Wojnar to help you grow your investment advisory practice. Follow our Practice Management Channel to differentiate yourself with new ideas and build enduring client relationships.

It’s no secret that stories are powerful and extremely effective in emotionally engaging both clients and prospects. This week we are looking at three fantastic pieces on the power of stories and how to implement them in your advisory business to improve your communication and your marketing efforts.

This in-depth piece examines the process of creating a narrative around financial data and transforming numbers into a captivating tale that resonates with your clients and prospects.

This author says sharing personal stories with your clients creates empathy and demonstrates a track record of success, instilling confidence in clients. Check it out.

Advisors can use storytelling to achieve their marketing goals and there are different types of stories that can be used in your content marketing. This piece covers 4 types of stories to use and tips for effectively utilizing them.