Engaging both partners | The case for inclusive financial conversations
Update: 2025-08-20
Description
Too often, advisors build strong relationships with one partner — and ignore the other. When life changes, that gap becomes a risk. In this episode, we unpack the critical practice of engaging both partners in financial conversations and why doing so can mean the difference between retaining a household or losing it. Tune in to learn actionable strategies you can use to serve the whole household, building lasting relationships and protect your book well into the future.
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