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  • Writer's picturemanoj kumar

useful Storytelling ideas for financial advisors

Ira Glass said,


“Great stories happen to people who can tell them”.



In the financial advisory profession, there are various types of stories that will be useful for your client interaction



Based on clients financial goals
Based on their audience,
Based on their debts
Based on their desired outcome.
Based on their financial problems.
Based on their retirement Plans
and many more

Please share your thoughts and share short customer interaction stories that had helped you in your profession, do share them in the comments.


Maybe these stories can do wonders for our other financial advisors' friends too.


Happy Learning !

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