Ebook
CANDID CONVERSATIONS: COUPLES, MONEY, AND CONFLICT
The guide provides strategies to help financial professionals manage money-related conflicts between couples during the planning process. It emphasizes the importance of fostering a healthy money mindset and using financial psychology to understand emotions and behaviors behind disagreements. Key techniques include de-escalating tense conversations, preparing practices to handle conflict proactively, and addressing values, power dynamics, and communication styles. The guide encourages advisors to promote collaboration rather than compromise, normalize financial disagreements, and build strong client relationships. By applying empathy, structure, and effective communication, advisors can help couples navigate conflict and achieve shared financial goals.
