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The Financial Professional's StoryBook is a collection of more than 200 engaging analogies and metaphors that help simplify Wall Street jargon for Main Street investors. The stories were gathered and refined from hundreds of financial advisors, wholesalers, and other professionals who excel at StorySelling. The wide range of investment topics include: The Value of a Good Advisor; Equity Investing; Understanding Risks; The Benefits of a Comprehensive Financial Plan.
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About the Author:
Scott West is Head of Consulting for Invesco Van Kampen Consulting. He is a well-respected and popular speaker on a wide range of topics, and is best known for his creative application of marketing strategies and concepts. Scott is coauthor of four books including StorySelling forFinancial Advisors and The Language of Trust. David Saylor is the Product manager for Invesco Van Kampen Consulting s 'StorySelling Using Analogies, Anecdotes, and Metaphors to simplify Wall Street Jargon,' 'LanguAGEwave Age-justing Your Business for Seniors,' and 'Fi-natical Curiosity Moving from Monologues to Dialogues.' He is best known for creating value-added marketing and presentations focused on baby-boomer and senior investors. Mitch Anthony has been educating consumers and professionals about the importance of building lasting relationships and more meaningful lives for more than 25 years. His efforts in bringing transparency and responsibility to the financial services industry have earned him recognition as one of the industry s top 'movers and shakers'. Mitch is the author 13 books, including The New Retirementality and The Cash in the Hat.
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- PublisherInsights Press
- Publication date2003
- ISBN 10 0972752315
- ISBN 13 9780972752312
- BindingHardcover
- Edition number1
- Number of pages232
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