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Ask StoryOne

Ask StoryOne

August, 2025

In Ask StoryOne, we answer real questions brought to us by real families. These are the important questions that shape decisions about wealth, legacy and purpose. Each Ask StoryOne feature will spotlight one question. We’ll share our insight, shaped by years of experience and grounded in mission, vision and values.

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Your Story Comes First: Why Planning Begins With Deep Listening

Your Story Comes First: Why Planning Begins With Deep Listening

August, 2025

In the second episode of the StoryLens podcast, StoryOne partners John Christensen, Cameron Bond, and Kenny Conklin reflect on how StoryOne came to be, why the name matters, and what it truly means to lead with heart in the world of wealth planning. They also take listeners inside the StoryLens process, revealing how they help families navigate complex financial and relational dynamics with wisdom, care, and intention.

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