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Unleash the Superpower of Telling Stories to Build Meaningful Client Connections


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.


This week we are completely focused on the power of using stories to create trust and lasting client relationships. Our first piece examines crafting narratives that resonate emotionally with both clients and prospects. Next up is a blog that explains while stories are important to the sales process, the timing of when to use them is critical. Finally, we have a timely piece that tells us how a popular Netflix series can teach us a storytelling formula to fuel your business.


This piece says storytelling evokes emotion and using stories can foster loyalty, long-term engagement and may serve as a catalyst for clients to take action.



This author reveals that humans are neurologically wired for stories, but using a story in a client discovery meeting should not shift the focus. Stories should be well-placed, brief, authentic and relevant.



What can advisors learn about storytelling from Squid Game? This blog shares that it just might inspire your marketing.