HOW TO GIVE FINANCIAL ADVICE TO COUPLES: Best Practices for Balancing His Financial Needs with Hers

DISCOVER the SECRETS to ATTRACTING and RETAININGAFFLUENT COUPLES 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 hadfailed to develop a trusting relationship with both partners. You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathleen Burns Kingsbury, a leading wealth psychology expert, shows you exactly how to develop these skills. How to Give Financial Advice to Couples teaches you how to avoid common traps like subtly siding with one member of the couple, failing to plan adequately withboth partners, and sidestepping difficult financialconversations for fear of upsetting the wealth creator. A leading wealth psychology expert, Kathleen Burns Kingsbury reveals everything you need to know about the psychology of couples in order to serve them better. Along the way, she offers specific tips and techniques for managing the challenges inherent in advising traditional and nontraditional couples. Kingsbury reveals: The top myths about couples and money The five tenets of couple dynamics and how they unfold in your office Strategies for encouraging the nondominant partner to speak up in meetings Techniques for facilitating financial conversations and mediating differences Tips for empowering couples to raise financially intelligent children You'll learn how to develop and articulate your couple's philosophy to establi