Stories often originate in facts, and shortly thereafter, take on a life of their own, leaving facts behind as distant memories. Never is this clearer than in money stories, or money messages as we call them in the wealth advisory biz. Money makes our worlds in a very tangible way, and interweaves deeply with personal and family narratives. In my wealth management career, I’ve seen different family members take the same set of facts and create very different stories.
Read More