[Podcast] What Story Is Your Family Waiting to Tell?

On this episode of the Purposeful Planning Podcast, Journey Sixty6 cofounder Dave Goetz joins host Karen McNeill (PPI's Dean of Family Stories, History, and Culture) and filmmaker Debbie Brodsky to talk about how they get families to open up, offering advisors a model for building trust with their own clients. They dig into when families are most ready to capture their legacy stories, what it looks like to build trust with a family over the course of a project, and the small, specific questions that get people to open up.

Listen to the full episode to hear Dave's take on the questions that unlock the stories worth preserving.