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Many clients express concern about their spending decisions, a recent webinar* poll revealed.

While a majority of financial professionals understand these decisions stem from family thoughts, feelings, and beliefs about money, few of them told us they actually explore these influences with their clients. But these conversations can be a great opportunity to deepen client relationships.

To help clients see how their family tree can affect their financial decisions, check out this client-friendly article from wealth psychology expert Kathleen Burns Kingsbury.


Next Steps

1 Get wealth psychology expert Kathleen Burns Kingsbury’s article to help facilitate client conversations about the family tree effect 
2 Get a pdf of this infographic

 

Learn more about what the past can reveal about our relationship with money >

 

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Financial Professionals

This article is based off of our popular Your Money Story module. Click here to access additional content to share.

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*"Your Money Story: How the past can influence our financial decision-making" financial professional webinar, 1/19/21  

Kathleen Burns Kingsbury is not affiliated with Hartford Funds.

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