Every advisor remembers sitting in a meeting with a couple where one person is engaged and the other hasn’t said a word.

Or the meeting with the couple whose goals aren’t aligned.

While working with couples certainly has its challenges, it’s also an opportunity for advisors to help couples align and thrive financially. But, doing so requires knowing the skills you need to navigate the dynamics of working with couples and money.

Fortunately, Ashley Quamme specializes in this area and is going to crack the code to get both partners engaged and on the same page so they can thrive together financially.

Here’s what you’ll learn:

Her favorite question to help couples get “unstuck”
How to use “Relationship Maps” when working with couples
How to set the expectations for both partners to talk and engage
The 3 factors that contribute to couples not on the same page with their goals
Questions to ask couples to assess their financial relationship (without being intrusive)

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Resources:

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

Connect with Brendan Frazier:

95: Navigating The Dynamics Of Working With Couples And Money with Ashley Quamme