How Personal Storytelling Increases Trust and Increases Client Loyalty

Creating effective and valuable content marketing as a financial advisor is key to driving business growth, new user acquisition, and profitability.  

In this practise management webinar, Sam Sivarajan, a Wealth Management Consultant and Behavioural Scientist, Duncan Robinson, a Generational Financial Specialist at Achieve Wealth Management, and Brandon Chapman, CFP and Founder of AdvisorFlow, share valuable insights on how to use storytelling to enhance client relationships. Learn valuable insights on:

• The influence of storytelling on human behaviour

• How to craft a compelling personal narrative

• How to elevate your story using technology

• And more!

The Art and Science of Storytelling with Sam Sivarajan

Our first speaker, Sam Sivarajan, is a Wealth Management Consultant with a doctorate in behavioural science. Sivarajan combines his knowledge of human behaviour with practical business experience to achieve impactful solutions for his clients.

Understanding the Power of Storytelling in Building Clients' Trust and Relationship with Duncan Robinson

Our second speaker, Duncan Robinson, is a third-generation Generational Financial Specialist for Achieve Wealth Management. Robinson advocates for financial education on wealth preservation for multiple generations.

Using Technology to Tell Your Story in Your Practise with Brandon Chapman

Our last speaker, Brandon Chapman, is a Certified Financial Planner and the founder of AdvisorFlow. Chapman strives to help financial advisors lead successful practises through strategic advice and the power of digital tools.

Q&A Session

AdvisorFlow is a digital software for financial advisors to simplify data gathering and enhance the client onboarding experience. Register today to digitize and streamline your practise.

Please contact us with any feedback or suggestions for topics you would like us to discuss at future events.