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How to Give Financial Advice to Couples: Essential Skills for Balancing High-Ne
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eBay item number:125425661014
Item specifics
- Condition
- ISBN
- 9780071819114
- EAN
- 9780071819114
- Book Title
- How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
- Item Length
- 9.1in
- Publisher
- Mcgraw-Hill Education
- Publication Year
- 2013
- Format
- Hardcover
- Language
- English
- Item Height
- 1.1in
- Genre
- Business & Economics
- Topic
- General, Personal Finance / General, Investments & Securities / General
- Item Width
- 8.7in
- Item Weight
- 19.6 Oz
- Number of Pages
- 288 Pages
About this product
Product Information
DISCOVER the SECRETS to ATTRACTING and RETAININGAFFLUENT COUPLES Fact: A startling 70 percent of widows fire the couple's financial advisor within one year of the death of their spouse--the main reason being that the advisor hadfailed to develop a trusting relationship with both partners. You can be the exception by developing the essential skills needed to be a couplefriendly advisor. And Kathleen Burns Kingsbury, a leading wealth psychology expert, shows you exactly how to develop these skills. 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 withboth partners, and sidestepping difficult financialconversations for fear of upsetting the wealth creator. A leading wealth psychology expert, Kathleen Burns Kingsbury reveals everything you need to know about the psychology of couples in order to serve them better. Along the way, she offers specific tips and techniques for managing the challenges inherent in advising traditional and nontraditional couples. Kingsbury reveals: The top myths about couples and money The five tenets of couple dynamics and how they unfold in your office Strategies for encouraging the nondominant partner to speak up in meetings Techniques for facilitating financial conversations and mediating differences Tips for empowering couples to raise financially intelligent children You'll learn how to develop and articulate your couple's philosophy to establish expertise and credibility, how your couple's mindset impacts your work, and how being a couple-friendly advisor will set youapart from the competition. This one-of-a-kind handbook is the key to unlocking the secrets to attracting and retaining high-net-worth couples now and after difficult life transitions. How to Give Financial Advice to Couples gives you the expert insight and proven tools for navigating the unique dynamics of two people planning for their financialfuture. "Why do 70 percent of widows fire their financial advisor upon the passing of their husbands? Kathleen Burns Kingsbury provides the answer. Providing financial adviceto couples is a primary skill that has been overlooked in this profession for too long. Whether or not you hearken to Kathleen's insights will have a profound impact onyour business, for better or for worse, for richer or for poorer." -- Mitch Anthony, author of The New RetireMentality "A must-read text for financial advisors to help them build and grow their practices. Kingsbury's advice will transform the way you work with your coupled clients, making for more satisfying and prosperous advisory relationships." -- Eleanor Blayney, Consumer Advocate for CFP Board "There are four things we were all taught never to talk about: Sex, Politics, Religion, and Money. When it comes to money, the one place where these conversations MUST happen is in your office. That's why you need to read this book--for its insights into how you can help couples start talking about money!" -- Carl Richards, author of The Behavior Gap
Product Identifiers
Publisher
Mcgraw-Hill Education
ISBN-10
0071819118
ISBN-13
9780071819114
eBay Product ID (ePID)
166557787
Product Key Features
Book Title
How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs
Format
Hardcover
Language
English
Topic
General, Personal Finance / General, Investments & Securities / General
Publication Year
2013
Genre
Business & Economics
Number of Pages
288 Pages
Dimensions
Item Length
9.1in
Item Height
1.1in
Item Width
8.7in
Item Weight
19.6 Oz
Additional Product Features
Lc Classification Number
Hg4621
Table of Content
Contents Acknowledgments vii Introduction ix Section I: The Psychology of Couples Chapter 1: Th e Financial Advisor's Dilemma 3 Chapter 2: Myths About Couples and Money 15 Chapter 3: Advising and Couple Dynamics 29 Chapter 4: Th e Modern Couple 47 Chapter 5: Couples Across the Life Span 69 Section II: Essential Skills for Couple-Friendly Advisors Chapter 6: Build a Solid Foundation 101 Chapter 7: Balance Gender Diff erences 119 Chapter 8: Uncover Money Mindsets 139 Chapter 9: Manage Confl ict 167 Chapter 10: Facilitate Lasting Change 189 Chapter 11: Empower Couples to Raise Financially Intelligent Children 203 Chapter 12: Special Issues in Advising Couples 223 Conclusion 237 Notes 241 Couple-Friendly Resource Guide 249 Index 262
Copyright Date
2014
Intended Audience
Trade
Illustrated
Yes
Item description from the seller
Seller assumes all responsibility for this listing.
eBay item number:125425661014
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02048, United States
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| Free shipping | United States | Economy Shipping (USPS Media MailTM) | Estimated between Mon, Jun 3 and Fri, Jun 7 to 43230 |
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