Why Storytelling is Vital to Financial Planning

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This Week’s Episode:

So many think the world of finances and financial planning can feel too dull, too heavy, or too unnecessary. My guest Arwen Becker has a gift of making it come to life by looking at it from different perspectives. She went from playing Division 1 collegiate volleyball to becoming a Zoology graduate to changing the story around financial planning and making it sexy through her use of story and emotional connection.

Has her industry left women out of the conversation too often? In this episode, Arwen tells us why finances don’t have to be boring and shares how she learned the necessity of financial planning for yourself the hard way. We also talk about why women struggle with spending money in retirement and have different learning and nurturing styles than men that need to be considered. No matter what relationship you have with your finances, this episode will challenge the story you may be telling yourself.

What you will learn in this episode:

  • How stories affect your financial future
  • If the long game really benefits your finances
  • Why relying on your own discipline doesn’t work

Who is Arwen?

Arwen Becker has always shown perseverance and given her best effort. Despite her short stature, she played Division 1 volleyball in college. Just a few short months after getting attacked by a cougar, she became a divorcée at age 24. With the end of her marriage, she sought a higher-paying job and after landing a position at a newly launched retirement firm, her career in financial planning took off.

Over the years, Arwen has met thousands of women and realized there needed to be a focus on changing how women get treated within the financial industry. She created her training program in response, LIFE with Arwen. Through LIFE (Leaders Inspiring Female/Financial Empowerment), she helps financial advisors get a better handle on understanding how women learn differently, connecting through storytelling, and thriving with participation in women’s events. Her organization also gives advisors the needed tools to succeed in their practice and brings national awareness to the issue of women’s financial empowerment.

Arwen has been co-owner of Becker Retirement Group with her husband Randy for over two decades. She’s a national speaker, author, and podcast host and contributes to TD Ameritrade Network, Yahoo Finance, and many other publications.

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Links & Resources

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You’ll also receive storytelling secrets each week from our show.
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Ready to be unforgettable? Good.

FREE TRAINING: LEARN THE #1 MOST IMPORTANT TOOL THAT YOU NEED TO SUCCEED

You’ll also receive storytelling secrets each week from our show.
One-click unsubscribe if you don't love the free training!

Image
Ready to be unforgettable? Good.

FREE TRAINING: LEARN THE #1 MOST IMPORTANT TOOL THAT YOU NEED TO SUCCEED

  • Increase your confidence
  • Build trust with prospects - fast
  • Stand out against competition
  • Captivate your audience
  • Be the one they remember
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Ready to be unforgettable? Good.

FREE TRAINING: LEARN THE #1 MOST IMPORTANT TOOL THAT YOU NEED TO SUCCEED

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"Storytelling is an art form - and Kymberlee Weil is the master! I’ve been fortunate enough to work with some of the most talented creatives in the world, and Kymberlee is close to the top of that list. She has an uncanny ability to uncover nuance and layers in a story - details often overlooked by the author - and has a deep understanding and connection with the value of well-executed presentation. Working with Kymberlee is more than a journey, it’s a transformative experience."
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JULIAN REEVE

SPEAKER, AUTHOR, FORMER MUSIC DIRECTOR OF HAMILTON
"Kymberlee helped me tremendously in the weeks leading up to my TED talk and afterwards. I have given hundreds of talks to audiences big and small. But the TED stage is a different beast -- every word matters.Kymberlee kept me on point, focused, and she took the time to figure out what my objectives really were and how to get me there. She is a true master of her trade and I am extremely grateful to have had the opportunity to work with and learn from her."
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JUNA KOLLMEIER

ASTROPHYSICIST, TED SPEAKER
"I thought I had public speaking down pat. I've addressed audiences all over the world ranging from 62 to 1000 people. But going into that red circle at TEDx, and connecting with a vastly diverse audience is like moving to another planet. Kymberlee made that move effortless and exciting. As a former Green Beret, I have followed a lot of quality leaders and coaches, and I would follow Kymberlee anywhere… Especially into the red circle."
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LTC (RET.) SCOTT MANN

GREEN BERET, ENTREPRENEUR, STORYTELLER, TRAINER, COACH, AUTHOR