Before Cristina Livadary co-founded her advisory firm in 2018, she spent ten years on the fund distribution side as a wholesaler. She met many advisors and was, at times, struck by how little those advisors knew about, or empathized with, their clients’ broader lives. Not simply their spouses and children, or their occupations, but what kind of people they were; what really drove them to make the decisions they did around their financial plans. The issue hit home when a mentor in asset management died suddenly of a heart attack, and his wife said she was so enveloped by grief that she had no idea how to handle their finances.…