Financial Storytelling Starter Pack

Learn to Present Finance Like a Story in 7 Days

Become the Finance Partner Everyone Trusts to Present the Numbers

A free 7-day video series to help you

✅ Understand what makes a story land in finance
✅ Structure your updates to fit your audience
✅ 7 real-life lessons

You Know How Powerful Storytelling Can Be

It’s what helps people focus, understand, and take action.

But, let's be frank, in finance, it’s not that easy to apply.
You’re not pitching a product or giving a TED talk.
You’re walking into a room with much info, maybe 50 slides in your deck and 20 minutes to go through them.

And if you’re on your own, it can take years to figure out how to present in a way that’s sharp, structured, and clear for any audience.

That’s why I created this free 7-day starter pack: to show you what I wish someone had told me when I was stuck in the “just show the numbers” trap.

Not a Natural Speaker?
Not a Problem!

You just need to be a finance person who

wants their message to land

✅ You present results, forecasts, or budgets
✅ You prepare slides for board meetings
✅ You want people to listen and interact

If that’s you, this will help
One video at a time

Get the Starter Pack by Email

Inside This Pack

What You Will Get:

Day 0 - Welcome – What to Expect

One short email explaining how it works, when you’ll receive each lesson, and a preview of what’s coming. Just click and watch.

Day 1 - Why Financial Storytelling Is Your Most Underrated Skill

You’ve heard “tell a story.” But what does that mean in finance? Let’s make that clear from Day 1.

Day 2 - What Makes a Finance Story Work (And What Doesn’t)

Metaphors and heroes are great...for TED Talks. This is how to build tension in your message.

Day 3 - The 3 Whats Method

Make the difference between information and insights thanks to this filter and ensure your message is relevant

Day 4 - Adapt Your Story to Your Audience

Boards, ExCo, town halls, marketing… They don’t want the same story. Learn to switch perspective.

Day 5 - Why Your Slides Kill the Message

It’s not about how pretty your slide is. It’s about who speaks first: you, or the chart.

Day 6 - What to Say When You Don’t Know the Answer

You don’t need to panic. You need a technique that buys time and boosts your credibility.

Day 7 - The Recap

Everything in one place. What changed in how you prepare, structure, and deliver.

✔️ Each video is under 5 minutes
✔️ New video unlocked every day
✔️ You can rewatch any previous video
✔️ Available on mobile and desktop