057: How to Use Financial Storytelling to Help Non-Traditional Clients


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Growing Your Financial Advisory Practice | Insights for Financial Advisors, Planners and Investment Managers


People in different fields and with different types of learning styles think about finances in different ways. There is more than one right way to talk about finances and financial planning – the trick is finding the language that works for you and the language that can best speak to your segment of clients. And that’s what today’s guest is here to talk about. Chris Enns is not just a financial planner – he’s also an opera singer. Over the last 10 years as a performing artist, he’s learned the hard way that ignoring money doesn’t really work. That’s why he founded Rags to Reasonable - an advice-only financial planning & money coaching firm that specializes in working with creatives and people with other non-traditional financial situations. Listen to today’s conversation to hear what Chris has to say about non-traditional financial planning, Chris’s biggest challenges and successes, and what it’s like to speak a different kind of financial language.  Topics Discussed in This Episode: Who Chris’s firm usually serves (8:48) Chris’s strategies for coaching and planning (14:30) What happens after clients improve their financial stability (19:50) Using different financial language for different kinds of people (28:55) What things Chris believes have contributed to his success (31:37) The biggest challenges Chris is facing (35:37) Chris’s advice for financial planners (49:53) Links and Resources:  Rags to Reasonable Quotes by Chris:  “The truth is, the things that make people great artists, and really good at their craft, are the exact things that are going to make them good at their finances.” “I think that one of the things we need to think about more in the financial space is that the answer cannot be that we talk about money in one way.” “I have never had a real job in my life – I’ve worked for myself my entire life.” Chris is using his performative background to portray a new type of story - a story of financial success for his clients. By helping his fellow artists rethink their ability to handle money, he has found success in the niche he has created to help those with unique financial situations. His experience in growing his advisory practice teaches businesses both young and old that customizing a client’s experience and solidifying a client/planner relationship is the key to maintaining success. Below, we’re sharing three key ideas from this episode:  How to work with variable income clients How mentorship and financial independence helped Chris start