(Download free ebook) How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
• Kathleen Burns Kingsbury •
#433107 in eBooks 2013-09-06 2013-09-06File Name: B00DRC96VM
2 of 2 people found the following review helpful. A fresh look at the couple's dynamicBy Daniel SerraI 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. As an advisor who works with couples and is a trained mediator, I was aFrom the Back CoverDuring 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 if you are the best at what you do, a fDISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT COUPLES There is audio or video content present in this Kindle file or a web site referred to by it that cannot be played on Kindle e-ink devices. 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. You can be the exception by developing the essential skills needed t... [PDF.kc58] How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs Rating: 3.59 (772 Votes)
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You easily download any file type for your device.How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs | Kathleen Burns Kingsbury. Which are the reasons I like to read books. Great story by a great author.
