Wed, January 22, 2025
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[ Wed, Jan 22nd ] - Mint
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[ Wed, Jan 22nd ] - Mint
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JPMorgan notches another record year of profits

How Financial Planning Has Got The Story All Wrong: Insights From StoryBrand's Donald Miller


//business-finance.news-articles.net/content/202 .. ng-insights-from-storybrand-s-donald-miller.html
Published in Business and Finance on by Forbes   Print publication without navigation

We've made ourselves, and/or our solutions, the main character in the narrative of our client's financial planning, rather than ceding that role to the client.

The article by Tim Maurer on Forbes discusses how traditional financial planning often fails to engage clients effectively because it focuses too much on the technical aspects of finance rather than on the client's personal story and emotional connection. Drawing insights from Donald Miller's StoryBrand framework, Maurer explains that financial advisors should adopt a narrative approach where the client is the hero of their financial journey. This method involves understanding the client's dreams, fears, and aspirations, positioning financial planning as a tool to help them overcome obstacles and achieve their goals. By framing financial advice within a compelling story, advisors can make the process more relatable and motivating, thereby enhancing client engagement and satisfaction.

Read the Full Forbes Article at:
[ https://www.forbes.com/sites/timmaurer/2025/01/19/how-financial-planning-has-got-the-story-all-wrong-insights-from-storybrands-donald-miller/ ]

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