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Storyselling for Financial Advisors
Book

Storyselling for Financial Advisors

How Top Producers Sell

Kaplan Publishing, 2000 more...

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Editorial Rating

9

Qualities

  • Innovative
  • Applicable

Recommendation

Almost every financial advisor will find this useful. Authors Scott West and Mitch Anthony summarize many important facts of life in sales, and they do so in a concise, highly readable style that is free of jargon. They counsel financial advisors to communicate with clients in easily understandable language, using self-deprecating wit, stories and vivid metaphors. They rightly remind readers that people make decisions about advisors based on what they feel more than on the quality of the advisors’ charts and graphs. Then, they discuss different potential clients and show advisors how to appeal to the most critical, most rapidly expanding target markets. getAbstract.com highly recommends this specific, focused sales guide to financial advisors.

Take-Aways

  • Most financial advisors make their communications too abstract and quantitative.
  • People have a right brain and a left brain; the left brain is analytical, the right brain is emotional. The right brain seems to influence decisions more than the left.
  • People want a financial advisor with whom they feel comfortable.

About the Authors

Scott West is senior vice president of marketing for Van Kampen Funds, Inc. Mitch Anthony is a professional speaker and communications consultant.