How to Give Financial Advice to Couples
Essential Skills for Balancing High-Net-Worth Clients' Needs
||Kingsbury, Kathleen Burns|
|Publication Date:||Sep 2013|
| Publisher:||McGraw-Hill Companies, The|
| Book Format:||Hardback|
|List Price:||USD $35.00|
| Book Description: |
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...