Skip to content

On Demand

The Playbook for Working with Couples: Navigating Dynamics and Creating Change (1 CFP® CE Credit*)


Emily Koochel

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

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit:
Arrow Icon