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