Presentation Description:

Have you ever had clients argue during your meetings? Do you have clients who blame their partners for financial issues? Do you find yourself siding with one partner over the other?

Working with couples has its challenges. Not only are their twice the people, but there is the relationship between partners is introduced. Money is already stressful; adding an extra person can make it even more complex.

Learn how to best work with couples, including managing differences, facilitating difficult conversations, and how to not side with one partner over the other. Using ideas from financial psychology and behavioral finance, you’ll learn different ideas to help your couple clients get on the same page.

Learning Objectives:

By the end of the session, attendees will:

• Learn the ways it can be difficult to work with couples
• Understand how to listen in a way that can prevent arguments
• Learn ideas for helping couple clients manage their finances