Couples and Conflict: Tactics for Identifying and Managing Differences 2024 | American Bankers Association (ABA) | 16 September 2024 | Webinar
Venue
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| Event Date |
Tue Sep 17 UTC (3 months ago)
In your timezone (EST): Mon Sep 16 8:00pm - Mon Sep 16 8:00pm |
| Location | Webinar |
| Region | All |
Details
Couples often view the world and their money from different perspectives. Many advisors consider this problematic, but this reality presents an opportunity to connect, build trust and show your value when helping couples talk more openly about their viewpoints. During this webinar, learn how to identify and embrace differences in partners’ communication styles, money mindsets and financial goals. Identify your conflict mindset and how to shift your thinking from avoiding differences to embracing them.
Discussion Highlights
• The top business reasons for embracing differences and being more couple-friendly
• Why couples typically have different money mindsets and why it’s a good thing
• How the advisor’s conflict mindset affects success when advising committed partners
• Tactics to balance each partner’s needs in client engagement
• Tips for identifying and discussing differing perspectives in the financial planning process
Audience
• Wealth management professionals: advisors, managers, officers
• Trust professionals: managers, advisors, officers
• Estate planning professionals
• Private bankers
• Tax and financial professionals
Speakers
2024 Speaker
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author & Coach, KBK Wealth Connection