Level of Complexity: Intermediate
Have you ever met with a married couple who showed signs of relationship problems? Most financial professionals do and they are simply not serving them well, creating a dip in productivity and loss of revenue. Dr. Parry presents the research behind the relational and financial gap and explains what every financial planner needs to know to help at-risk couples. Participants will enjoy learning how to more effectively work with couples and may even leave with insights into their own relationships as well.