Good Financial Planning Is Good Storytelling

People are storytellers, not calculators. While numbers confound us, stories define us. And yet, this fundamental observation about human nature is largely missed by the wealth management industry, to the detriment of both client and advisor. Shaping Wealth founder Brian Portnoy explained to attendees at Exchange: An ETF Experience on Tuesday the importance of storytelling for [...] The post Good Financial Planning Is Good Storytelling appeared first on ETF Trends .