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Candid Conversations: Couples, Money & Conflict

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"Candid Conversations: Couples, Money & Conflict"

Get techniques for defusing tension between couples in the financial planning process.

Dealing with conflict between a couple is a part of the job that few financial planners are trained to handle, but all should come to expect. When approached constructively, a money conflict can even become an opportunity for an advisor to strengthen the client-planner relationship. 

This eBook explores the complexities of financial discussions within relationships; offering best practices and strategies to navigate conflicts and promote understanding. 

Discover how to:

  • Triage a conflict when the conversation gets heated
  • Manage differing emotions and perspectives on financial priorities
  • Reach win-win solutions quicker with 4-step negotiations
  • Foster collaboration toward shared financial goals
  • And more!

Download now to enhance your skills and help your clients get past a money conflict constructively.


Offered Free by: eMoney Advisor
See All Resources from: eMoney Advisor

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