How to Give Financial Advice to Couples

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How to Give Financial Advice to Couples:
Essential Skills for Balancing High-Net-Worth Clients' Needs by Kathleen Burns Kingsbury

Essential Skills for Balancing High-Net-Worth Clients' Needs
by Kathleen Burns Kingsbury
English | 2014 | ISBN: 0071819118 | 289 Pages | PDF | 4 MB
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.

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