The delicacy of dialogue: Helping clients talk openly about money
For some people, talking about money can be a frightening task. But being more open about money with spouses and family members – and financial advisors, too – can lead to better outcomes for all parties.
Kathleen Burns Kingsbury, a wealth psychology expert and author of Breaking Money Silence, joins the podcast to discuss how advisors can dispel some common myths that clients believe about money. Plus, she shares tips on how to open up a dialogue with clients who may be hesitant to talk about their finances.
For full show notes and links mentioned in this episode, visit bmogam.com/betterconversations.