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:

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LinkedIn

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If you want to convert more prospects into life-long clients…

You need to know the answer to two questions:

1) Why do people hire a financial advisor?

2) Why do people fire their financial advisor?

They just might be the two most important questions for any advisory business.

Fortunately, Samantha Lamas and Danielle Labotka did the research to get the answer to those two questions.

And, what they learned will forever transform the way advisors approach client acquisition and client retention.

Things you’ll learn:

• How to create digital content that makes an emotional connection
• The connection between listening skills and higher client retention
• The most commonly cited reasons for both hiring and firing an advisor
• The most commonly listed emotional reasons driving hiring and firing decisions
• The “Value Prop Makeover”: 3 steps to effectively communicate your emotional value

 

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

Podcast: Play in new window | Download | Embed

Subscribe: Apple Podcasts | RSS | More