Awkward Financial Conversations

<p class="p1"><span class="s1">Financial planning isn’t always an easy process. We often need to address situations that can be awkward for the client. Today we’ll tell you about six of these challenging conversations and how we approach them. Don’t let these awkward planning topics keep you from opening up and taking them head on.</span></p> <p class="p1"> </p> <p class="p1"><span class="s1"><strong>Read more and get additional financial resources here:</strong> <a href= "https://johnsonbrunetti.com/how-to-have-those-awkward-financial-conversations/"> https://johnsonbrunetti.com/how-to-have-those-awkward-financial-conversations/</a> </span></p> <p class="p1"> </p> <p class="p1"><strong><span class="s1">What we discuss on this show: </span></strong></p> <p class="p5"><span class="s1"><strong>0:37</strong> – The loss of Eddie Van Halen</span></p> <p class="p5"><span class="s1"><strong>2:32</strong> – Removing a child as a beneficiary on an account.</span></p> <p class="p5"><span class="s1"><strong>4:30</strong> – Working with both spouses during a divorce.</span></p> <p class="p5"><span class="s1"><strong>6:12</strong> – When a client cries in the office.</span></p> <p class="p5"><span class="s1"><strong>7:35</strong> – Client that’s made an embarrassing financial decision.</span></p> <p class="p5"><span class="s1"><strong>9:27</strong> – Siblings that are arguing over finances.</span></p> <p class="p5"><span class="s1"><strong>12:08</strong> – Client that needs to make a change with their financial advisor.</span></p> <p class="p5"><span class="s1"><strong>13:58</strong> – A good way to begin addressing these awkward conversations. </span></p>