A Practical, Low-Cost Approach To Helping Couples Resolve Conflicts Over Money And For Working With Clients Whose Behavior Does Not Match Their Goals
With many life-planning programs providing training to advisors to help them advise clients on the “soft side” of money, here’s a a simple but effective low-cost methdology for helping couples resolve conflicts over money and for coping with clients whose behavior is inconsistent with achieving their goals.
There is no extended training program associated with this technique and there is no certification process connected to it. It is not a proprietary program and it’s open to anyone who feels comfortable using it.
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