How Storytelling Strengthens Family Legacy: A Conversation with Dr. Rick Stevenson & The Wealth Horizon Podcast
Some families pass down stories.
Others pass down silence.
We believe the stories we tell, especially across generations, can shape the kind of legacy that lasts. Not just in numbers, but in meaning.
In a recent episode of The Wealth Horizon Podcast, StoryQ founder Dr. Rick Stevenson sat down with Rosemary Denney, CEO of Wealth Matters Consulting, to explore why stories, not spreadsheets, are what truly connect families across time.
Learn more about Rick's work and the StoryQ mission, here.
What Families Really Want to Pass Down
We often think legacy means money, assets or a well-prepared estate plan. But what we've seen, again and again, is that most families want something more lasting: to be known, remembered and understood.
As Rick shares in the episode, "Wisdom, not wealth,is the cornerstone of lasting family legacy." And when each generation has space to reflect and speak honestly, that wisdom has a place to live.
How Stories Build Trust—In Families and Beyond
In the episode, Rick shares how storytelling has a ripple effect. When families take the time to share and really listen, they start to bridge gaps that numbers alone can't close.
Through multi-generational interviews, StoryQ helps families move past surface-level conversations into something deeper: real understanding. It's in those moments that trust grows. Between siblings. Across generations. And, yes, even between clients and advisors.
These aren't just interviews. They're spaces where people feel seen, and where emotional connection becomes part of the legacy, too.
See how our Legacy Documentary Packages work, here.
What Advisors Often Miss
Financial advisors spend years studying markets and models. But too few are trained in what actually holds client relationships together.
Storytelling shifts the dynamic. It's not just about adding a human touch. It's about honoring the human story. Rick's method, developed over 7,500 interviews across six continents, helps surface the kind of personal truth that deepens loyalty and meaning in advisor-client relationships.
Read next: Why Human Stories Will Shape the Future of Business.
Where Your Story Fits In
As Rick reminds us in the episode, wealth planning isn't just about assets—it's about relationships. And strong relationships are built on understanding.
When advisors make space for their clients' stories, they move beyond transactions. They create trust. Loyalty. And a deeper kind of legacy planning that includes voice, values and emotional connection.
That's what StoryQ makes possible: a space for stories that reveal what truly matters, so advisors can meet their clients with greater understanding, and families can move forward feeling seen, not just served.
Learn more about our team documentary interviews.
