One defining story – that is what clients want to know about you. As important as their story is to you – you can’t do effective and meaningful planning without it – clients also need to know your story. Story, according to Christina Baldwin (see our “10 Questions With” in the February Journal) is a key attribute of leadership. In the act of telling story, says Baldwin, we create a world we invite others into. Your clients’ story could be about concepts of worth and worthiness, attitudes toward money, the source of assets – where did this come from and where is it going? – and other things. Your story could be about who mentored you, what inspires you, why you chose this profession, what dilemmas you face. How do you tell your story? How do you receive story from your clients? Share your thoughts with your colleagues. Discuss it right here.