Couples & Clashing Values: A Practical Guide

When Things Get Tense, Try These Strategies

eBook thumbnail

As a financial planner, you've likely had your share of uncomfortable moments involving couples and conflicting priorities. In this free guide, learn how to constructively approach money conflict and learn more about your clients' values. Inside Candid Conversations: Couples, Money, and Conflict, we've collected the insights of experts in financial therapy on how to handle conflict with care to build deeper connections with clients.

This Candid Conversations guide will help you:

  • Discover simple techniques that can quickly defuse tension in a meeting
  • Learn how active listening can help you guide couples toward a win-win solution
  • Head off issues with a strong referral network and thoughtful tweaks to your planning process

Download our free eBook to explore these topics and more—for the health of your practice, and for the financial well-being of your clients.

Download your free eBook!