Storytelling is a timeless craft that defines who we are and binds us together as human beings. In the realm of modern wealth management, however, the power of story often takes a back seat to numbers and spreadsheets, overlooking its potential for deeper client relationships and personal growth. At Future Proof 2023, we are thrilled to present a workshop on September 10 that will transform the way you approach financial guidance.
Led by the team at Shaping Wealth, this workshop will unveil the secrets of storytelling, demonstrating how it can enhance self-understanding, empathy, motivation, and overall well-being. Join us as we embark on an unforgettable journey connecting the dots between storytelling, financial planning, and advisor success.
Unleashing the Power of Story
Research consistently supports the idea that storytelling plays a significant role in our lives. It enhances self-understanding, fosters empathy, facilitates goal planning, provides coherence and meaning, reduces stress, and builds social connections. In fact, a recent study revealed that individuals who imagined their lives through the “Hero’s Journey” lens experienced a greater sense of purpose and meaning. Storytelling is not a mere academic exercise but a practical and tactical tool for financial planning, tapping into our core identities and helping us create connections that truly matter.
The Read-Write-Edit Framework
At the heart of the workshop is Shaping Wealth’s proprietary Read-Write-Edit framework—a teachable, scalable, and impactful approach to storytelling. This framework empowers advisors to develop a deep understanding of the importance of stories and how they shape our lives. It then guides advisors through a series of exercises to develop self-awareness, explore their own “money stories,” and cultivate empathy, ultimately helping clients better understand their relationship with money and find true wealth—funded contentment.
A Fun and Engaging Experience
The Storytelling for Advisors workshop is not your average professional development session. Drawing inspiration from iconic stories like The Hobbit, The Hunger Games, and The Lion King and personal money memories and playful “MadLibs” exercises, this workshop promises a rollicking exploration of life’s narratives and the stories that define and unite us. It’s an opportunity to tap into your creative side, embrace the art of storytelling, and discover how it can revolutionize your approach to financial planning.
Unleash Your Advisor Superpower
In the context of financial planning, stories elevate our ability to communicate effectively. Joseph Campbell famously said, “People forget facts, but they remember stories.” Numbers and data alone don’t drive decisions—people need a compelling narrative to connect with. By uncovering and understanding someone’s story, advisors can become the ghostwriters of their clients’ life stories. This workshop equips you with powerful frames and tools to enhance emotional intelligence, particularly empathy. By mastering storytelling, you’ll have immediate implications for more impactful client conversations, richer client outcomes, and, ultimately, business growth.
Join us at the Storytelling for Advisors workshop and discover storytelling’s incredible potential for your practice. Experience a workshop that goes beyond theory and immerses you in practical exercises, skill-building activities, and an energizing atmosphere. Be prepared to unlock your advisor superpower and unleash the transformative power of stories.
- When: Sunday, September 10 at 9:30am-11:30am PT
- Where: Hyatt Regency Huntington Beach Resort & Spa
- CE Credit: CFP® Professionals are eligible for 2 hours CE credit
Spots are limited. Must be registered for Future Proof to attend.
About Future Proof
Future Proof is the world’s largest wealth festival. Each year, the groundbreaking event brings together the world’s most prominent figures and emerging minds to explore the intersection of money, technology, culture, and impact. The event brings together an entirely new community of financial advisors, institutional investors, asset managers, fintech startups, financial creators, activists, artists, musicians, and other key stakeholders around an unprecedented experience and agenda. Future Proof provides an unmatched opportunity for conversation and collaboration that serves as a catalyst in developing the future of wealth management.
The four-day citywide event will be held September 10-13, 2023, in Huntington Beach, California. More than 3,000 attendees are expected, including 2,000+ financial advisors, institutional investors, and over 150 sponsor companies. Follow Future Proof on LinkedIn, Twitter, and Instagram.
About Advisor Circle
Advisor Circle is a venture studio that aims to modernize the financial services industry through design, experiences, and technology. Its goal is to create a financial services industry that is more creative, impactful, innovative, and fun. It builds products that push the industry in this direction.
Since its founding in 2021, Advisor Circle has developed and launched multiple successful brands and businesses. These include Breakthru, a tech-enabled event meeting platform, Future Proof, the world’s largest wealth festival, and Exchange: an ETF Experience, the world’s largest event dedicated to the exchange-traded funds industry, which the company successfully exited in October 2022. For more information, visit advisorcircle.com.