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116: The Financial Advisor's Guide To Love And Money with Sonya Lutter

116: The Financial Advisor's Guide To Love And Money with Sonya Lutter

FromThe Human Side of Money


116: The Financial Advisor's Guide To Love And Money with Sonya Lutter

FromThe Human Side of Money

ratings:
Length:
72 minutes
Released:
Jun 5, 2024
Format:
Podcast episode

Description

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: Twitter LinkedIn
Released:
Jun 5, 2024
Format:
Podcast episode

Titles in the series (100)

The Human Side of Money delivers actionable ideas and strategies to equip financial advisors with the skill set they need to master the human side of money. Whether you've been providing financial advice for 40 days or 40 years, it's evident that technology is shifting your value away from simply picking investments and providing financial plans. The future of advice will hinge on your ability to guide clients through the process, unearth their values and emotions around money, and ultimately, change their behavior for the better. Join your host, Brendan Frazier, as he interviews fellow financial advisors, industry consultants, and experts in the fields of behavioral finance, psychology and communication as they share everything you need to know to master the human side of money!