Wealth Advisors & Financial Planners
WheWhen Money Scripts Meet Partner Selection: What Your Clients' Relationship Patterns Are Costing Them — and You
Divorce and relational upheaval are among the most disruptive events in a client's financial life — often triggering dissolved accounts, drained savings, and years of rebuilding.
This session helps advisors recognize the relational warning signs embedded in clients' financial behaviors, so they can support clients earlier — protecting both the relationship and the client's long-term financial wellbeing.