Speakers: Kathleen Burns Kingsbury

Year: 2015

Advising couples requires financial advisors to perform a delicate balancing act. The successful advisor creates a trusting relationship with both members of the partnership, while meeting the joint needs of the couple. This keynote program provides an overview of couples' dynamics commonly seen in the advising office, strategies for coaching couples on resolving and accepting differences, and tips and tools for engaging female clients in the planning and investing process.Participants take away:The common, well-intended mistakes advisors make advising women in couples and how to avoid themThe importance of exploring your couple's mindset in effectively advising partnersStrategies for balancing her advisory needs with her partnersAction steps to take tomorrow at the office