69 - The Couples Conundrum
TRAP: The Real Adviser Podcast
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Navigating Auto-Enrollment and Couple Dynamics in Finance
This chapter explores the challenges and frustrations faced by financial advisors regarding the delayed implementation of auto-enrollment for investment portfolios. It highlights the importance of managing client relationships among couples, focusing on the need for emotional intelligence and equitable communication during financial discussions. Additionally, the chapter compares Ireland's auto-enrollment approach with the UK's successful model, while addressing the intricacies of lifestyle financial planning versus corporate financial services.
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