Financial storytelling is not about numbers. It is about meaning.
In this episode, Mike LeGassick joins us to explore how advisers can use stories, metaphors and even props to help clients truly understand their money. From crystal balls to noise-cancelling headphones, Mike shares the tools he uses to make complex ideas clear, relatable and human.
We also talk about building trust through communication, why emotions matter more than spreadsheets, and how advisers can inspire confidence rather than confusion in every client conversation.
🎙️ Guest: Mike LeGassick, author of The Art of Storytelling for Financial Advisers
💡 Topics: storytelling in finance, client communication, behavioural advice, purpose driven planning
Adviser 3.0: The Podcast