Financial Planner For Couples
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How To Give Financial Advice To Couples Essential Skills For Balancing High Net Worth Clients Needs
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Author : Kathleen Burns Kingsbury
language : en
Publisher: McGraw Hill Professional
Release Date : 2013-09-06
How To Give Financial Advice To Couples Essential Skills For Balancing High Net Worth Clients Needs written by Kathleen Burns Kingsbury and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-09-06 with Business & Economics categories.
DISCOVER the SECRETS to ATTRACTING and RETAINING AFFLUENT 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 had failed 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 with both partners, and sidestepping difficult financial conversations 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 establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set you apart from the competition. This one-of-a-kind handbook is the key to unlocking the secrets to attracting and retaining high-net-worth couples now and after difficult life transitions. How to Give Financial Advice to Couples gives you the expert insight and proven tools for navigating the unique dynamics of two people planning for their financial future. "Why do 70 percent of widows fire their financial advisor upon the passing of their husbands? Kathleen Burns Kingsbury provides the answer. Providing financial advice to couples is a primary skill that has been overlooked in this profession for too long. Whether or not you hearken to Kathleen’s insights will have a profound impact on your business, for better or for worse, for richer or for poorer." -- Mitch Anthony, author of The New RetireMentality "A must-read text for financial advisors to help them build and grow their practices. Kingsbury's advice will transform the way you work with your coupled clients, making for more satisfying and prosperous advisory relationships." -- Eleanor Blayney, Consumer Advocate for CFP Board "There are four things we were all taught never to talk about: Sex, Politics, Religion, and Money. When it comes to money, the one place where these conversations MUST happen is in your office. That's why you need to read this book--for its insights into how you can help couples start talking about money!" -- Carl Richards, author of The Behavior Gap
Home Finances For Couples
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Author : Leo Ostapiv
language : en
Publisher: Lyubomyr Ostapiv
Release Date : 2013-08-22
Home Finances For Couples written by Leo Ostapiv and has been published by Lyubomyr Ostapiv this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-08-22 with Business & Economics categories.
Wouldn’t it be great if money is the one thing you never argue about? Home Finances for Couples is a great help for a partner in a relationship, who wants to manage the family finances efficiently, move toward meeting the shared financial goals and live in financial peace with no money issues. This book will explain the basics of home budgeting in a simple manner, as there are no complicated financial terms to be afraid of. Ideally, both partners in a relationship should read this, but even one is enough to make a difference. Home Finances for Couples contains 10 main chapters along with interviews, practical exercises, links to the best American and Canadian personal finance bloggers, visual illustrations and graphs. What Amazon customers are saying? "This book will help to manage your money, and communicate about your money, in a very healthy and positive way - and that can save you a ton of frustration about money later on". "I'd recommend this book to people who are planning to get married or recently got married" "Very easy to read and straight to the point narrative"
Couples And Money
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Author : Victoria Felton Collins
language : en
Publisher: Bantam Books
Release Date : 1990
Couples And Money written by Victoria Felton Collins and has been published by Bantam Books this book supported file pdf, txt, epub, kindle and other format this book has been release on 1990 with Business & Economics categories.
Love and money--theunts. Couples & Money examines the psychological reasons for love/money conflicts and shows couples how to move from crisis to a strong financial and psychological portfolio.
Til Money Do Us Part
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Author : Maureen Richardson
language : en
Publisher:
Release Date : 2013-10
Til Money Do Us Part written by Maureen Richardson and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-10 with Business & Economics categories.
How do you get financially ready for marriage? If you don t know where to begin, or are afraid to talk about money, this book is for you! This easy to read, straightforward book will help couples get talking about money and planning their finances in a meaningful and fun way. No one wants to get married and find out afterward that their partner isn t on the same financial page as they are. This book tells you about the signs to be aware of that could derail you financially after entering into a committed relationship. You don t know, what you don t know, and this book will help you make informed financial decisions. Don t be an ostrich with your head in the sand when it comes to your money! Parents rarely discuss money with their kids. This book is also excellent for parents that would like to provide more financial guidance to their children or grandchildren that are in relationships. Many times parents feel helpless and frustrated when they learn that their married children have financial issues and don t know what to do to help. This book can help! If you are married, this book will help you stay married. If you aren t married, this book will help you become marriage material!
How To Give Financial Advice To Women And Couples Ebook Bundle
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Author : Kathleen Burns Kingsbury
language : en
Publisher: McGraw Hill Professional
Release Date : 2013-09-20
How To Give Financial Advice To Women And Couples Ebook Bundle written by Kathleen Burns Kingsbury and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2013-09-20 with Business & Economics categories.
TWO E-BOOKS IN ONE How to Give Financial Advice to Women How to Give Financial Advice to Women is your one-stop handbook for connecting with affluent female investors. Written by Kathleen Burns Kingsbury, a wealth psychology expert with over 20 years of experience coaching women, this practical book helps you understand the wants and needs of affluent female clients and shows you how to appeal to this group of loyal investors. First, it breaks down the psychological fundamentals of women and wealth, and then it outlines the skill set you need to effectively communicate and advise affluent women. How to Give Financial Advice to Couples 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 with both partners, and sidestepping difficult financial conversations for fear of upsetting the wealth creator. You'll learn how to develop and articulate your couple's philosophy to establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set you apart from the competition.
The Couples Guide To Money
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Author : Linda Gough
language : en
Publisher: Allen & Unwin
Release Date : 2004
The Couples Guide To Money written by Linda Gough and has been published by Allen & Unwin this book supported file pdf, txt, epub, kindle and other format this book has been release on 2004 with Business & Economics categories.
The definitive and positive personal finance guide that looks at the best ways to combine, manage, invest, and protect your money as a couple.
The Couple S Guide To Financial Compatibility
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Author : Jeff Motske
language : en
Publisher: Hachette UK
Release Date : 2015-03-31
The Couple S Guide To Financial Compatibility written by Jeff Motske and has been published by Hachette UK this book supported file pdf, txt, epub, kindle and other format this book has been release on 2015-03-31 with Business & Economics categories.
Financial problems exact a toll on any couple. Long before you realize you are living well beyond your means, the burden of debt wreaks havoc in your life. Invariably, a basic lack of communication about money is to blame. This is where Certified Financial Planner Jeff Motske saves the day. Motske's financial services firm has helped tens of thousands of couples nationwide find happiness in love and money. The Couple's Guide to Financial Compatibility is the book to read now in order to avoid break-ups, divorce, or shelling out thousands of dollars in therapy later. It's filled with vital tips to help anyone at any relationship stage achieve financial freedom. Following a logical progression from combining finances to retirement planning, Motske gives you the tools you need to keep your finances healthy and the bond with your loved one strong. In an easy-to-follow style, this guide is organized around the questions partners need to ask each other, including: How do we align our goals and expectations? What do we need to discuss as a couple before we begin investing? What if one of us loses our job? Can we afford to have kids? What's the best way to teach our kids about money? What's the best way to get our kids through college? How do we take care of our kids and our parents at the same time? Do we have enough money saved up to retire? and over 100 more
The Young Couple S Guide To Growing Rich Together
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Author : Jill Gianola
language : en
Publisher: McGraw Hill Professional
Release Date : 2003-11-22
The Young Couple S Guide To Growing Rich Together written by Jill Gianola and has been published by McGraw Hill Professional this book supported file pdf, txt, epub, kindle and other format this book has been release on 2003-11-22 with Business & Economics categories.
Financial strategies that help couples start off on the right foot Couples today face a far more complex financial environment than their parents could have imagined. The Young Couple's Guide to Growing Rich Together addresses issues unique to those just starting out--from limited incomes and college debt to home purchases, new babies, and more--and provides the knowledge and tactics necessary for juggling these financial responsibilities while also working on the nonfinancial aspects of a still-developing relationship. Featuring strategies that are both sensible and realistic, this financial planning guide explains how to tackle the smaller issues before they grow to take on a life of their own. Sample topics include: Techniques for combining personal budgets Determining whether a prenuptial agreement is appropriate How to address financial "differences of opinion"
Couples And Money
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Author : Victoria Felton-Collins
language : en
Publisher: Bantam
Release Date : 1992-02
Couples And Money written by Victoria Felton-Collins and has been published by Bantam this book supported file pdf, txt, epub, kindle and other format this book has been release on 1992-02 with Business & Economics categories.
Financial advisor and psychologist Felton-Collins shows couples how to survive financially--and emotionally--in these uncertain economic times. Learn to pinpoint each partner's money personality; why budgets are not the best method of finance; the yours, mine, and ours banking system; hidden investments in finance and love; and more. Includes a new chapter on how to survive a recession.
Financial Planning For Couples
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Author : Adriane G. Berg
language : en
Publisher:
Release Date : 1993-05-21
Financial Planning For Couples written by Adriane G. Berg and has been published by this book supported file pdf, txt, epub, kindle and other format this book has been release on 1993-05-21 with categories.