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Listen "116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter"
Episode Synopsis
Love and money are two emotional subjects on their own.
And one HIGHLY emotional subject when combined together.
Next time you meet with a couple, think about these numbers:
70% have disagreed about their financial situation
73% say finances are a source of tension in their relationship
47% say this tension has impacted the intimacy with their partner
Money is an emotionally-charged topic that you simply can't avoid in a relationship.
In this episode, Dr. Sonya Lutter provides a guide for everything advisors need to know when it comes to working with couples.
You'll Learn:
Why most financial arguments boil down to a discrepancy in values
Why uncovering money scripts can transform finances in the relationship
The surprising connection between joint accounts and relationship satisfaction
Why clients who work with a financial advisor are 3x happier than those who don't
Eye-opening research on the influence of financial arguments and relationship satisfaction
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.
*Follow Brendan for insights on mastering the human side of advice:
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And one HIGHLY emotional subject when combined together.
Next time you meet with a couple, think about these numbers:
70% have disagreed about their financial situation
73% say finances are a source of tension in their relationship
47% say this tension has impacted the intimacy with their partner
Money is an emotionally-charged topic that you simply can't avoid in a relationship.
In this episode, Dr. Sonya Lutter provides a guide for everything advisors need to know when it comes to working with couples.
You'll Learn:
Why most financial arguments boil down to a discrepancy in values
Why uncovering money scripts can transform finances in the relationship
The surprising connection between joint accounts and relationship satisfaction
Why clients who work with a financial advisor are 3x happier than those who don't
Eye-opening research on the influence of financial arguments and relationship satisfaction
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.
*Follow Brendan for insights on mastering the human side of advice:
In God we trust