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95: Navigating The  Dynamics Of Working With Couples And Money with Ashley Quamme

95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme

FromThe Human Side of Money


95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme

FromThe Human Side of Money

ratings:
Length:
95 minutes
Released:
Sep 27, 2023
Format:
Podcast episode

Description

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: Her favorite question to help couples get "unstuck" How to use "Relationship Maps" when working with couples How to set the expectations for both partners to talk and engage The 3 factors that contribute to couples not on the same page with their goals Questions to ask couples to assess their financial relationship (without being intrusive) 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. *Follow Brendan for insights on mastering the human side of advice: Twitter LinkedIn
Released:
Sep 27, 2023
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!