211. Adriana Richter: Financial Storytelling

Adriana Richter is a passionate story coach and female finance expert. As a qualified lawyer and financial economist with 17 years of experience as a “free solo” financial advisor, she has been active as a trainer, speaker and coach in the DACH region (Germany, Austria, Switzerland) since 2016. She won the Financial Education Award as best speaker at the Fondsgipfel Akademie (Academy of Investment Funds) in 2022 and was honored by Rise Up For You with the Global Speak Off Award in California in 2023. What financial storytelling is It’s storytelling for the financial sector. Most people in the financial sector think that they are professional only when dealing with facts and figures. But we all are human and need to be touched. Stories make us do something, data don’t. Most common financial storytelling mistakes * Not using stories at all. * Using stories that don’t resonate with people, choosing and telling irrelevant stories. * Telling too many stories. Adriana’s best principles for financial storytelling Adriana highlights three main situations to tell stories in the financial industry: * In a change. When communicating change, do use stories that illustrate why the change is needed. * In sales: for training and being an advisor. Focus on using stories that share testimonials. * For leadership. Tell stories to show vulnerability, telling: “what was your learning”, “what were your mistakes,” etc. Related: Storytelling in B2B Sales Favorite quotation “People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”  ― Maya Angelou Recommended book Talk like TED by Carmine Gallo Routine to Shine A personal pitch excercise. (1) Give your CV to somebody else who will read it to you,