Tell Stories That Connect, Inspire, and Move Clients to Action

The R.E.A.L. Story Template Exercise gives you a proven structure to craft compelling stories that resonate with clients, build trust, and make your message unforgettable.

Great advisors know that facts tell—but stories sell. The right story, told the right way, can break down walls, clarify complex ideas, and inspire clients to take the next step.

The R.E.A.L. Story Template Exercise walks you through a simple but powerful framework—Reflect, Engage, Align, and Lead—that helps you shape stories with purpose. You’ll learn how to start strong, keep attention, connect to client values, and close with impact.

What You’ll Get

• Step-by-step guidance to turn raw ideas into polished, purposeful stories

• Prompts for each R.E.A.L. stage to keep your story focused and engaging

• A fill-in-the-blank template you can reuse for any client conversation or presentation

• Tips for adapting stories to different audiences and situations

Why This Works

When you use the R.E.A.L. Story framework:

• Clients remember what you say long after the meeting ends

• Your message feels personal and emotionally relevant

• You inspire trust by showing empathy and understanding

• You stand out as a communicator who can both connect and persuade

Stop telling stories that fall flat.
Download the R.E.A.L. Story Template Exercise today and start crafting stories that clients remember, repeat, and act on.

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