[PDF.33iq] How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
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How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
Kathleen Burns Kingsbury
[PDF.cw91] How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
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| #1509768 in eBooks | 2013-09-06 | 2013-09-06 | File type: PDF||2 of 2 people found the following review helpful.| A fresh look at the couple's dynamic|By Daniel Serra|I think Kathleen does a great job presenting the latest research on how couples behave financially and how advisors should be prepared to effectively work with them, then offers useful exercises to help advisors fine-tune their client relationship skills. If you already practice Life Planning, the skills will sound familiar.|From the Back Cover||During the next several decades, women will inherit approximately $28.7 trillion in assets and will need good financial guidance to manage their increasing wealth. The problem is that two-thirds of women don't trust financial advisors. Even
DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES
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Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of the death of their spouse--the main reason being that the advisor had failed to develop a trusting relationship with both partners.
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