The Art of Storytelling for Financial Advisers: Explaining Money Like a Human — Transforming Jargon into Stories Clients Never Forget

by Mike LeGassick

"The Art of Storytelling for Financial Advisers" isn't just another book on client communication—it’s a masterclass in how to make financial conversations genuinely meaningful. Mike LeGassick draws on over three decades of experience as a behavioural investment coach to reveal the powerful techniques advisers can use to connect with clients on a deeper, more human level.

Blending practical wisdom with timeless philosophical insights, this book shows how stories, metaphors, and analogies can transform complex financial concepts into language clients truly understand—and remember. From explaining volatility with kitchen-table examples to using Stoic thinking to reframe fear and uncertainty, every chapter helps advisers move beyond data to spark real engagement and trust.

This is essential reading for any adviser who wants to elevate their client conversations from transactional to transformational. Whether you’re just starting out or are a seasoned professional, The Art of Storytelling for Financial Advisers belongs on your desk, not your shelf.

295 pages, Kindle Edition

Published June 10, 2025