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How to give financial advice to couples : essential skills for balancing high-net-worth clients' needs

Author: Kathleen Burns Kingsbury
Publisher: New York : Mcgraw-Hill, 2013.
Edition/Format:   Print book : EnglishView all editions and formats
Summary:

Teaches you how to avoid traps like subtly siding with one member of the couple, failing to plan adequately withboth partners, and sidestepping difficult financialconversations for fear of upsetting  Read more...

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Document Type: Book
All Authors / Contributors: Kathleen Burns Kingsbury
ISBN: 0071819118 9780071819114
OCLC Number: 830367701
Description: xi, 271 pages : illustrations ; 24 cm
Contents: ContentsAcknowledgments viiIntroduction ixSection I: The Psychology of CouplesChapter 1: Th e Financial Advisor's Dilemma 3Chapter 2: Myths About Couples and Money 15Chapter 3: Advising and Couple Dynamics 29Chapter 4: Th e Modern Couple 47Chapter 5: Couples Across the Life Span 69Section II: Essential Skills for Couple-Friendly AdvisorsChapter 6: Build a Solid Foundation 101Chapter 7: Balance Gender Diff erences 119Chapter 8: Uncover Money Mindsets 139Chapter 9: Manage Confl ict 167Chapter 10: Facilitate Lasting Change 189Chapter 11: Empower Couples to Raise Financially Intelligent Children 203Chapter 12: Special Issues in Advising Couples 223Conclusion 237Notes 241Couple-Friendly Resource Guide 249Index 262
Responsibility: Kathleen Burns Kingsbury.

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