38: A Framework For Understanding And Navigating The Dynamics Of Working With Couples with Ed Coambs

When financial advisors work with couples, it’s more than just navigating their finances. It means navigating an emotional and complex relationship dynamic. It’s not just a matter of aligning the numbers. It’s a matter of aligning two completely different belief systems. Our current belief systems around money, which guide our financial decisions today, are formed … Read More Read More

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Are you ready to delve into the emotional side of money, enhance your practice, and forge deeper connections with your clients? The Human Side of Money Podcast offers actionable ideas and strategies to empower financial advisors with the skills needed to excel in understanding the behavioral aspects of finance. Join Chief Behavioral Officer Brendan Frazier as he shares invaluable insights, tips and strategies. Subscribe now to elevate your practice and client interactions!