The Human Side of Money 116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter
Jun 5, 2024
01:13:40
Love and money are two emotional subjects on their own.
And one HIGHLY emotional subject when combined together.
Next time you meet with a couple, think about these numbers:
- 70% have disagreed about their financial situation
- 73% say finances are a source of tension in their relationship
- 47% say this tension has impacted the intimacy with their partner
Money is an emotionally-charged topic that you simply can’t avoid in a relationship.
In this episode, Dr. Sonya Lutter provides a guide for everything advisors need to know when it comes to working with couples.
You’ll Learn:
- Why most financial arguments boil down to a discrepancy in values
- Why uncovering money scripts can transform finances in the relationship
- The surprising connection between joint accounts and relationship satisfaction
- Why clients who work with a financial advisor are 3x happier than those who don’t
- Eye-opening research on the influence of financial arguments and relationship satisfaction
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
*For more resources discussed in this episode –> Go Here.
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