Free

Story Catching Framework

Catch the Stories That Build Trust and Loyalty

Turn everyday conversations into powerful, trust-building moments with the Story Catching Framework.

ehind every client is a story—and when you earn the right to hear it, you unlock a deeper connection that drives trust, referrals, and long-term loyalty. But most advisors and professionals never get past surface-level questions, missing the moments that could transform relationships.

The Story Catching Framework gives you a step-by-step guide to uncover meaningful details, listen beyond the words, and connect in ways your competition can’t.

What You’ll Get

  • The C.A.T.C.H. Method – 5 steps to uncover and honor your client’s story

  • 25 story-unlocking questions to go deeper than “How are you?”

  • Tips for spotting emotional cues that reveal what truly matters to your client

Why This Works

Facts inform. Stories connect.
When you show genuine curiosity, give clients space to share, and honor their journey, you build a level of trust that makes you unforgettable. The Story Catching Framework equips you to:

  • Listen like a leader so clients feel heard, not hurried

  • Spot the “golden moments” that lead to stronger bonds

  • Create conversations clients talk about long after they end

Don’t just ask questions—catch the stories that change everything.
Download the Story Catching Framework and start turning everyday conversations into connection-driven wins.

[Download Now]

What People Are Saying:

"I thought I knew my clients well, but this framework showed me how much I was missing. After just one week of using it, I had three conversations that completely changed my understanding of my clients’ goals—and two of them referred me to friends. This isn’t just a tool; it’s a game-changer." — Mark S., Financial Advisor, Charlotte, NC