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Establishing Enduring Relationships

08.13.15

There are two basic personality types when it comes to money: savers and spenders. For better or for worse, they tend to marry each other! (Or become life partners.) And if you’re the financial advisor to this couple, you'll need to recognize the signals and have the tact required to guide them peacefully down the path to financial security. Written by money expert Terry Savage, this building client relationships guide addresses:

  • Why advisors shouldn't make assumptions about either spouse
  • The peril of ignoring women when advising a couple
  • How to focus on both partners' needs