A Keynote and Masterclass
Money is ‘just’ a story
Unravelling Why We Do What We Do With Money
Facts and figures rarely win trust.
This talk decodes money narratives to build deeper client connections.
Money is never just about numbers. Behind every financial decision, whether personal or professional, lies a story. Yet most leaders and teams overlook this, relying on logic and data alone, only to find clients disengaged, mistrustful, or resistant.
Money is “Just” a Story unpacks the cultural, psychological, and emotional narratives that shape how people relate to money. By understanding these hidden drivers, your team gains a powerful edge: the ability to connect more deeply with clients, navigate financial conversations with empathy, and design strategies that resonate on a human level and not just a balance sheet.
Key Takeaways for your team:
Understanding human dynamics
Uncover how cultural, psychological, and social factors shape money narratives and influence financial decision-making.
Personalise Client Engagement
Learn to identify the diverse money stories clients carry and tailor your approach to build trust and resonance.
Leveraging EQ
Develop the empathy and insight to navigate money conversations with clarity, confidence, and impact.
Beyond the Keynote
Every Money is ‘just’ a story keynote includes:
A Keynote Companion with resources, reflections, and exercises for your team.
A Next Steps Integration Call with leadership to turn insight into strategy and ensure the learning takes root.
This session will give you valuable insight into the unconscious drivers behind our money decisions, equipping your team to better understand each other and those you seek to serve.
“Pierre delivered a unique perspective that altered our team’s understanding of all the different money stories, proving to be a game-changer in how we will approach our clients from now on.”