Succeeding With Your Couple Clients

Do you have strong relationships with both spouses in your couple client relationships? If your advisory practice is like most, couples represent 60% or more of your business. Many financial advisors do not have a solid relationship with both clients in their couple relationships, nor do they connect regularly with both clients. It probably won’t come as a surprise that it is the wife that is often overlooked in those relationships. Research shows that nearly twenty-five of all financial advisors admit that the primary contact in their couple relationships is with the husband. It is dangerous territory to neglect the wife in couple relationships. Be sure to visit our Practice Management centre for the most recent updates.