-PDF Download- Your Clients Story EBOOK

Your Client's Story

Author: Scott West

Publisher: Insights Press

Published: 2021-11-15

Total Pages: 218

ISBN-13: 9780972752367

Financial services pioneers Scott West and Mitch Anthony spent more than three years studying financial advisors who managed 100 percent of their clients' assets-they were interested in how these advisors had outperformed their peers. What Scott and Mitch found was amazing: the most successful advisors had mastered an innate ability to get their clients to tell them their stories. When these advisors asked clients about their stories, those clients felt interesting, important-and listened to. They shared much more than they would have by simply answering questions on a checklist. Advisors gained a deeper understanding of the the individuals they were working with. The connection between advisor and client became so powerful that it was next to impossible for any competitor to come between them. The new edition of this perennial favorite includes tools and ideas for starting client conversations, and shows you how to: Use dialogues to learn more about your clients Integrate client's unique circumstances, goals, and transitions into their winning financial plan Your Client's Story demonstrates how to ignite the flames of your curiosity, ignite empathy in your client relationships, and bring a sense of life and excitement to your business as you've never experienced before.

Tell the Client's Story

Author: Edward C. Monahan

Publisher:

Published: 2018-03-07

Total Pages: 463

ISBN-13: 9781634259149

DOWNLOAD EBOOK →

ISBN: 978-1-63425-914-9 2017, 416 pages, 6 x 9, Paperback and E-Book Loaded with practical case studies, surveys, checklists, and appendices provided by top litigation experts from across the nation, Tell the Client's Story provides litigation teams the best strategies for effective mitigation work in criminal and capital cases. This book will benefit seasoned defense professionals, while also providing crucial guidance for attorneys and other professionals with limited or no experience in mitigation techniques.

True Story

Author: Ty Montague

Publisher: Harvard Business Press

Published: 2013

Total Pages: 234

ISBN-13: 1422170683

DOWNLOAD EBOOK →

Is your company a storyteller--or a storydoer? The old way to market a business was storytelling. But in today's world, simply communicating your brand's story in the hope that customers will listen is no longer enough. Instead, your authentic brand must be evident in every action the organization undertakes. Today's most successful businesses are storydoers. These companies create products and services that, from the very beginning, are manifestations of an authentic and meaningful story--one told primarily through action, not advertising. In True Story, creative executive Ty Montague argues that any business, regardless of size or industry, can embrace the principles of storydoing. Indeed, our best-run companies--from small start-ups to global conglomerates--organize around a coherent narrative that is then broadcast through every action they take (from product design to customer service to marketing). Montague shows why storydoing firms are nimble, more adaptive to change, and more efficiently run businesses. Montague is a founder of the growth consultancy co: collective and the former president and CCO of J. Walter Thompson, the largest advertising agency in North America. He brings his depth of creative business experience to the book and provides a clear framework and proven process for bringing you and your customers together in the creation of your brand story. Montague introduces five critical elements--what he calls the "the four truths and the action map"--that are the foundation of storydoing: - the participants (your customers, partners, and employees) - the protagonist (your company today) - the stage (the world around your business) - the quest (your driving ambition and contribution to the world) - your action map (the actions that will make your story real for participants) The book is filled with examples of how forward-thinking organizations--including Red Bull, Shaklee, Grind, TOMS Shoes, and News Corporation--are effectively using storydoing to transform their organizations and drive extraordinary results.

Building a StoryBrand

Author: Donald Miller

Publisher: HarperCollins Leadership

Published: 2017-10-10

Total Pages: 241

ISBN-13: 0718033337

DOWNLOAD EBOOK →

More than half-a-million business leaders have discovered the power of the StoryBrand Framework, created by New York Times best-selling author and marketing expert Donald Miller. And they are making millions. If you use the wrong words to talk about your product, nobody will buy it. Marketers and business owners struggle to effectively connect with their customers, costing them and their companies millions in lost revenue. In a world filled with constant, on-demand distractions, it has become near-impossible for business owners to effectively cut through the noise to reach their customers, something Donald Miller knows first-hand. In this book, he shares the proven system he has created to help you engage and truly influence customers. The StoryBrand process is a proven solution to the struggle business leaders face when talking about their companies. Without a clear, distinct message, customers will not understand what you can do for them and are unwilling to engage, causing you to lose potential sales, opportunities for customer engagement, and much more. In Building a StoryBrand, Donald Miller teaches marketers and business owners to use the seven universal elements of powerful stories to dramatically improve how they connect with customers and grow their businesses. His proven process has helped thousands of companies engage with their existing customers, giving them the ultimate competitive advantage. Building a StoryBrand does this by teaching you: The seven universal story points all humans respond to; The real reason customers make purchases; How to simplify a brand message so people understand it; and How to create the most effective messaging for websites, brochures, and social media. Whether you are the marketing director of a multibillion-dollar company, the owner of a small business, a politician running for office, or the lead singer of a rock band, Building a StoryBrand will forever transform the way you talk about who you are, what you do, and the unique value you bring to your customers.

The New Retirementality

Author: Mitch Anthony

Publisher: John Wiley & Sons

Published: 2010-12-21

Total Pages: 8

ISBN-13: 1118039513

DOWNLOAD EBOOK →

With this latest edition of The New Retirementality, readers will quickly discover how to achieve the freedom to pursue their retirement goals?at their own pace, on their own terms?regardless of their age. Most people won't experience the same retirement that their parents did, nor do they necessarily want to. Page by page, top financial planner Mitch Anthony reveals how new opportunities will enable individuals to create tailor-made retirements. He includes new research and studies to back his insights and introduces readers to important concepts such as "wealthcare" and "return on life." Filled with engaging anecdotes and inspirational suggestions, this book will motivate readers to rethink the way they retire.

Brand Storytelling

Author: Miri Rodriguez

Publisher: Kogan Page Publishers

Published: 2023-07-03

Total Pages: 257

ISBN-13: 1398610097

DOWNLOAD EBOOK →

Written by the award-winning storyteller Miri Rodriguez at Microsoft, this bestselling book gets back to the heart of brand loyalty, consumer behavior and engagement as a business strategy by using storytelling to trigger the emotions that humans are driven by. Despite understanding essential storytelling techniques, brands continue to explain how their product or service can help the customer, rather than showcasing how the customer's life has changed as a result of them. This second edition of Brand Storytelling contains new trends in storytelling, as well as expanding on story experience and employee experience. This book explores the future of brand storytelling in a post pandemic era. New to this edition is also a 'How to Guide' taking readers through each step of the design thinking process in order to prototype their stories. Brand Storytelling provides a step-by-step guide to assess, dismantle and rebuild a brand story, shifting the brand from a 'hero' to 'sidekick' mentality and positioning the customer as a key influencer to motivate the audience. Clarifying why machine-learning, AI and automation only tell one side of the story, this book will inspire you with cutting edge interviews and case studies from leading brands like Expedia, Coca Cola, McDonalds, Adobe and Google to tap into authentic brand loyalty and human connection.

Whoever Tells the Best Story Wins

Author: Annette Simmons

Publisher: AMACOM

Published: 2007-05-09

Total Pages: 241

ISBN-13: 0814400841

DOWNLOAD EBOOK →

Stories have tremendous power. They can persuade, promote empathy, and provoke action. Better than any other communication tool, stories explain who you are, what you want...and why it matters. In presentations, department meetings, over lunch-any place you make a case for new customers, more business, or your next big idea-you'll have greater impact if you have a compelling story to relate. Whoever Tells the Best Story Wins will teach you to narrate personal experiences as well as borrowed stories in a way that demonstrates authenticity, builds emotional connections, inspires perseverance, and stimulates the imagination. Fully updated and more practical than ever, the second edition reveals how to use storytelling to: Capture attention * Motivate listeners * Gain trust * Strengthen your argument * Sway decisions * Demonstrate authenticity and encourage transparency * Spark innovation * Manage uncertainty * And more Complete with examples, a proven storytelling process and techniques, innovative applications, and a new appendix on teaching storytelling, Whoever Tells the Best Story Wins hands you the tools you need to get your message across-and connect successfully with any audience.

Your Clients for Life

Author: Mitch Anthony

Publisher: Dearborn Trade Publishing

Published: 2002

Total Pages: 280

ISBN-13: 9780793149544

DOWNLOAD EBOOK →

The financial planing profession is undergoing a transformation from the historical approach of transactions and straight asset accumulation to an integrated financial and life planning strategy for customers. Your Clients for Life: The Definitive Guide to Becoming a Successful Financial Life Planner is a roadmap that financial planners can use to understand how to make the connection between financial planning and life planning. Its premise is that advisors of the future will need to deal more with money as an element of a client's life that cannot be viewed alone.

The Secret Lives of Customers

Author: David S Duncan

Publisher: PublicAffairs

Published: 2021-05-04

Total Pages: 224

ISBN-13: 1541774485

DOWNLOAD EBOOK →

A "detective story" that delivers key insights for any businessperson asking the questions: who really are our customers, why do we lose them, how do we regain them? Customers can be a mystery. Despite the availability of more data than ever before, everyone, from the CEO to salespeople in the field, struggles to understand who their customers really are, what they want, why they lose them, and how to regain them. To crack the case, start thinking like a market detective. David Scott Duncan shows how in his entertaining story of Tazza, a fictional chain of cafes with declining sales and leaders urgently seeking to understand why. The vivid characters of Tazza’s market detective force come to their aha moment when they finally understand why their most loyal customers walked out the door—and how they can get them back. The core of the Tazza story is a simple, powerful idea that upends how most businesses view their customers. Customers have “jobs to be done.” They “hire” companies to solve a problem or fulfill a need and “fire” them when unhappy. Duncan’s fresh way of thinking about how to understand your customers’ secret lives provides an innovative path for solving whatever market mysteries you face.

Choose Your Story, Change Your Life

Author: Kindra Hall

Publisher: HarperCollins Leadership

Published: 2022-01-11

Total Pages: 273

ISBN-13: 1400228417

DOWNLOAD EBOOK →

The things we tell ourselves affect how well or poorly our path in life goes. It’s time to flip the script on the internal stories you tell yourself and live life on your terms. Most of the “self-stories” you tell yourself—the kind of person you say you are and the things you are capable of—are invisible to you because they have become such a part of your everyday mental routine that you don’t even recognize they exist. Yet, these self-stories influence everything you do, everything you say, and everything you are. Choose Your Story, Change Your Life will help you take complete control of your self-stories and create the life you’ve always dreamed you’d have. Author Kindra Hall offers up a new window into your psychology, one that travels the distance from the frontiers of neuroscience to the deep inner workings of your thoughts and feelings. In Choose Your Story, Change Your Life, Kindra will help you: Uncover the truth of how you have created the life you have; Challenge everything you think you know about how your life has been built; Uncover the clear steps you can take to create the life you want; Take control of your self-story to become the author of who you are; and Live your life in a way you never have before. This eye-opening, but applicable journey will transform you from a passive listener of these limiting, unconscious thoughts to the definitive author of who you are and everything you want to be. Changing your life is as simple as choosing better stories to tell yourself. If you can change your story, you can change your life.