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7-STEP
STORYSELLING
METHOD
#1: Create a Consumer
Persona (the Hero)
Human beings connect with stories about
people like them. So the hero of your
story should be a consumer persona: a
semi-fictional representation of your ideal
account holder, based on market research
and real-world data.
#2: The Hero Has a
Specific Question or
Concern
This is where you lean into the consumer
persona's pain as you establish conflict
other people will be able to connect with.
#3: The Hero Meets an
Empathetic Guide
Enter: your financial brand as an
empathetic guide. Instead of focusing on
the products or services you offer, focus
on what the consumer persona - the hero
of the story - needs.
#4: The Guide First
Must Build Trust
Through Content
Why should a consumer trust you
pushing your commoditized products on
them? Trust must be founded on
communication and action.
#5: The Guide Then
Offers a Solution
Once, and only once, you've established
enough trust with a consumer through
the content you produce, you can finally
offer a solution.
#6: The Guide Calls the
Hero to Action
Once the consumer has built up enough
courage to move forward with
confidence, a call to action can be the
catalyst.
#7: The Guide Leads
the Hero to a Brighter
Future
The hero has finally broken free from
their past and has arrived at their new
state of being. To highlight these happy
endings, consider the power of
testimonials.
FROM THE ARTICLE, "TELL STORIES THAT SELL
WITH THIS 7-STEP STORY-SELLING METHOD
FOR FINANCIAL BRANDS"

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7 step storyselling method

  • 2. #1: Create a Consumer Persona (the Hero) Human beings connect with stories about people like them. So the hero of your story should be a consumer persona: a semi-fictional representation of your ideal account holder, based on market research and real-world data.
  • 3. #2: The Hero Has a Specific Question or Concern This is where you lean into the consumer persona's pain as you establish conflict other people will be able to connect with.
  • 4. #3: The Hero Meets an Empathetic Guide Enter: your financial brand as an empathetic guide. Instead of focusing on the products or services you offer, focus on what the consumer persona - the hero of the story - needs.
  • 5. #4: The Guide First Must Build Trust Through Content Why should a consumer trust you pushing your commoditized products on them? Trust must be founded on communication and action.
  • 6. #5: The Guide Then Offers a Solution Once, and only once, you've established enough trust with a consumer through the content you produce, you can finally offer a solution.
  • 7. #6: The Guide Calls the Hero to Action Once the consumer has built up enough courage to move forward with confidence, a call to action can be the catalyst.
  • 8. #7: The Guide Leads the Hero to a Brighter Future The hero has finally broken free from their past and has arrived at their new state of being. To highlight these happy endings, consider the power of testimonials.
  • 9. FROM THE ARTICLE, "TELL STORIES THAT SELL WITH THIS 7-STEP STORY-SELLING METHOD FOR FINANCIAL BRANDS"