In this episode of The Wealth Horizon Podcast, Rosemary Denney is joined by filmmaker, author and founder of StoryQ, Dr. Rick Stevenson, for a powerful conversation about the role of storytelling in family legacy, emotional intelligence and multi-generational wealth planning.

With insights gained from more than 7,500 interviews across six continents, Rick explains how storytelling goes beyond connection. It's a way to spark reflection, deepen relationships and preserve wisdom. He also speaks directly to wealth advisors, with a reminder that, while numbers may be familiar territory, they rarely create lasting loyalty. As Rick puts it:

"It's not the thing your client needs most, and it's not the thing that ultimately holds the client."

Rick shares more insight during the episode, including:

• Why wisdom, not wealth, is the cornerstone of lasting family legacy
• How StoryQ's method turns interviews into revelation
• What families gain when all generations have a voice
• Why emotional connection matters more than ever in advisor-client relationships
• How legacy storytelling can shift the conversation and strengthen retention

This episode is for anyone thinking about how to preserve more than just assets and how real connection, built through storytelling, helps families understand and carry forward what matters most.

Learn more at storyq.com.