On Demand
The Playbook for Working with Couples: Navigating Dynamics and Creating Change (1 CFP® CE Credit*)
For financial professionals, working with couples can be just as rewarding as it is difficult. Balancing not just one, but two peoples’ opinions, emotions, and needs requires a different level of knowledge and skill compared to working with individual clients. The role of the financial professional and their communication can be very different when working with couples. Understanding this is imperative to the success of the relationship.
In this presentation, financial professionals will learn the basic relational patterns most couples follow, strategies for navigating each pattern, specific communication considerations, and the role they should play when working with a couple.
*CFP Credits not applicable for viewing the recording
Speakers
Emily Koochel, PhD, AFC®, CFT-I™, BFA™
Manager, Financial Wellness
eMoney Advisor
Ashley Quamme, LMFT, FBS®, CFT-I™
Fractional Financial Behavior Officer for Firms
Beyond the Plan™
For financial professionals, working with couples can be just as rewarding as it is difficult. Balancing not just one, but two peoples’ opinions, emotions, and needs requires a different level of knowledge and skill compared to working with individual clients. The role of the financial professional and their communication can be very different when working with couples. Understanding this is imperative to the success of the relationship.
In this presentation, financial professionals will learn the basic relational patterns most couples follow, strategies for navigating each pattern, specific communication considerations, and the role they should play when working with a couple.
*CFP Credits not applicable for viewing the recording
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