The Story Field Guide

People forget your credentials. They repeat your story. Learn to catch it, keep it, tell it, and lead with it.

What you'll get:

• C.A.T.C.H.™, five listening habits that get clients to tell you what actually drives their decisions, plus the Client Story Catching Card
• The Story Vault, the five stories every professional should have ready, captured once and sharpened over time
• R.E.A.L.™, a four-step structure for any story you tell in 30 to 60 seconds, plus five edits that make a story land
• I.M.P.A.C.T.™, a 60-second introduction story that replaces your title with a moment people remember
• The Story Card, all four frameworks on one page for your desk

[Disclaimer / details]
Instant digital download (PDF). For financial professional use only. Always change identifying details and get written permission before telling a client's story, and follow your firm's rules on testimonials and performance claims.