Many clients express concern about their spending decisions, a 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.
*Polls above were taken during "Your Money Story: How the past can influence our financial decision-making" financial professional webinar, 1/19/21
|Get wealth psychology expert Kathleen Burns Kingsbury’s article to help facilitate client conversations about the family tree effect
Kathleen Burns Kingsbury is not affiliated with Hartford Funds.
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