69 - The Couples Conundrum
TRAP: The Real Adviser Podcast
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Navigating Emotional Terrain in Client Relationships
This chapter explores the complexities of managing client relationships, particularly when emotions are intertwined with financial decision-making. The speakers share personal stories and insights on balancing professional responsibilities with emotional sensitivity, especially in cases involving vulnerable clients and families. Highlighting the evolving roles of women in financial discussions and the importance of inclusivity, the conversation emphasizes the emotional intricacies of advising couples and the impact of loss on financial relationships.
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