We do this by competently and methodically addressing the emotional aspects of financial and legal planning.
Given the emotional nature of risk assessment, commitment and behavioral change, The Money Conversation works with clients to enhance the effectiveness and efficiency with which their financial and legal advisors are able to work with them.
~ Bill Gates
True wealth management and good legal advice starts here. This is emotional material, and The Money Conversation is here to help you build your relationship with your clients to be long lasting. Multigenerational. A win-win for you and for them, because you really know them and they know that.
While there are a limitless number of relevant client scenarios where The Money Conversation can help, here are a few client profiles where The Money Conversation could enhance the client advisor relationship and help facilitate superior client satisfaction and effective planning:
At The Money Conversation, we offer free 20 minute in-person consultations. To schedule, or to learn more, please get in touch using the form below.