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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:
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:
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.
*Follow Brendan for insights on mastering the human side of advice: