Every advisor remembers sitting in a meeting with a couple where one person is engaged and the other hasn't said a word.
Or the meeting with the couple whose goals aren't aligned.
While working with couples certainly has its challenges, it's also an opportunity for advisors to help couples align and thrive financially.
But, doing so requires knowing the skills you need to navigate the dynamics of working with couples and money.
Fortunately, Ashley Quamme specializes in this area and is going to crack the code to get both partners engaged and on the same page so they can thrive together financially.
Things you'll learn:
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
*For more resources discussed in this episode -> Go Here.
*For more resources and insights on mastering the human side of advice, go to www.wiredplanning.com.
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