Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes.

What You'll Learn:

  • How money scripts shape client behavior

  • Strategies for engaging disconnected spouses

  • Supporting neurodivergent clients more effectively

  • Handling inheritance, privilege, and family expectations

  • The Boneparths' top breakthrough questions for clients

Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. jointitleist.com

 

Rss Apple Podcaster
Podden och tillhörande omslagsbild på den här sidan tillhör Jay Coulter, CFP®, CIMA®. Innehållet i podden är skapat av Jay Coulter, CFP®, CIMA® och inte av, eller tillsammans med, Poddtoppen.