Let’s Have Some Awkward Financial Conversations

<p class="Body" style="margin-bottom: 0in;"><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-fareast-font-family: Arial;"> Part of being a good financial advisor is helping people navigate what can be awkward and uncomfortable situations in life related to their money. After working with hundreds of clients over the years, we’ve encountered quite a few of these situations. So how do we approach these moments? Let’s talk about what that looks like and what kind of conversations we’ve had for certain scenarios.</span></p> <p class="Body" style="margin-bottom: 0in;"> </p> <p class="Body" style="margin-bottom: 0in;"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> Here are some of the things we discuss in this episode:</span></strong></p> <ul> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 0:51</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – When a client wants to remove a child as a beneficiary.</span></li> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 2:47</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – Working with a couple that is going through divorce.</span></li> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> 5:50</span></strong> <span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-family: Calibri;"> – Dealing with someone who is very emotional during a meeting</span></li> <li class="Body"><strong><span style= "font-size: 12.0pt; line-height: 107%; font-family: 'Arial',sans-serif; mso-bidi-font-