How to Coach Couples to Work Out Financial Differences 2022 | American Bankers Association (ABA) | 14 July 2022 | Webinar
Venue
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| Event Date | Thu Jul 14 EDT (over 2 years ago) |
| Location | Webinar |
| Region | Americas |
Details
Money is the No. 1 thing couples fight about, yet many advisors feel uncomfortable when partners disagree in wealth management meetings. In this webinar, learn strategies for addressing a couple’s financial differences and how doing so can foster trust and improve client loyalty.
Discussion Highlights:
• 3 myths about conflict and the real reason we disagree about money
• How an advisor’s conflict-resolution process influences client engagement
• Tips for not getting stuck in the middle of an argument
• Strategies for coaching partners to identify and work through differences
Speakers
2022 Speaker
Kathleen Burns Kingsbury
Wealth Psychology Expert, Author & Coach, KBK Wealth Connection