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Your clients' marital discords are usually beyond your realm of influence. But when their squabbling over money begins to affect your ability to advise them, it's time to take action. Below are ways to stop the blame game and get their portfolio on track.
For better or worse, this document can help clients communicate about money.
Premarital financial planning is a viable marketing niche in its own right. But even if you don't specialize, you'll inevitably have clients—or clients' children—who are tying the knot. Whether it's a first marriage or a subsequent union, persuade clients to discuss these seven issues before the big day.
IMPORTANT NOTICE This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025