Business and Finance Business and Finance
Sun, January 19, 2025
[ 11:40 AM ] - MSN
Biden's economic legacy: Historic wage gains, investment and job growth but marred by inflation
[ 11:40 AM ] - AOL
4 Breakout Growth Stocks You Can Buy and Hold for the Next Decade
[ 11:00 AM ] - Reuters
Santander considers UK exit amid frustrations with high street banking, FT reports
[ 10:01 AM ] - MSN
About The Wall Street Journal Economic Forecasting Survey
[ 10:00 AM ] - AOL
Trump is promising to cut government red tape for businesses. He could also add to it.
[ 09:00 AM ] - MSN
10 Things You Should Stop Buying To Save More Money
[ 08:40 AM ] - BBC
UK and EU look to 2025 for reset, but with little room for trade-offs
[ 07:41 AM ] - AOL
Should You Buy the Dip in Eli Lilly Stock Right Now?
[ 07:40 AM ] - Kiplinger
2025 Stocks Forecast: What Stock Pros Expect This Year
[ 07:21 AM ] - AOL
Tariff threats, drug pricing will be 2 key pharma issues during Trump's first year
[ 07:21 AM ] - Forbes
What Are Altcoins? A Guide For Investors
[ 07:21 AM ] - Forbes
How Financial Planning Has Got The Story All Wrong: Insights From StoryBrand's Donald Miller
[ 07:20 AM ] - Mint
Your guide to investing in the US and global stocks through the Liberalized Remittance Scheme
[ 06:40 AM ] - MSN
Weekly Horoscope Pisces, January 19-25, 2025 predicts a positive outcome
[ 06:21 AM ] - MSN
Is Amazon a Buy, Sell, or Hold in 2025?
[ 05:21 AM ] - MSN
RTO mandates are showing a trust breakdown between bosses and workers
[ 05:21 AM ] - MSN
Centre makes 'Master Plan' to break dominance of .. irtel, Vodafone to..., Modi government decides...
[ 05:20 AM ] - MSN
Weekly Money Horoscope January 19 to January 25, .. pending, saving, and earning for all zodiac signs
[ 04:41 AM ] - MSN
3 Reasons to Buy Walmart Stock in 2025
[ 04:40 AM ] - MSN
2 Magnificent Growth Stocks That Can Outperform the S&P 500
[ 02:00 AM ] - NDTV
Beginners Guide To Union Budget: A Financial Document For The Year Ahead
[ 12:20 AM ] - SunLive
Prime Minister unveils cabinet changes
Sat, January 18, 2025
[ 11:40 PM ] - TechCrunch
EV startup Canoo files for bankruptcy and ceases operations
[ 11:00 PM ] - Truthout
Trump Is Packing His Cabinet With Crypto, Oil and Private Prison Profiteers
[ 10:40 PM ] - MARCA
IRS confirms tax relief for California wildfire victims: Here's what you need to know
[ 08:20 PM ] - Couriermail
Beloved Sydney cafe Khamsa Eatery closes after eight years citing landlord dispute
[ 06:21 PM ] - blockonomi
Top 3 AI Altcoins for Q1 2025 That Could Deliver a Life-Changing 50,000% ROI
[ 06:20 PM ] - businessday
Airtel Africa, BUA Foods, 11 others top trillion-naira club
[ 06:20 PM ] - Reuters
Bank of America awards stock to employees after strong 2024 performance, memo shows
[ 06:00 PM ] - Investopedia
10 Ways to Improve Cash Flow in Construction

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


Published on 2025-01-19 07:21:00 - 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/ ]
Contributing Sources