Your clients pay too high a price for their money silence
Their vow of silence doesn’t serve them, and it places your book of business at risk.
A roadmap on how to talk about money
You can teach your clients how to speak up, communicate, and participate in productive financial dialogues.
Breaking Money Silence provides advisors with a roadmap for engaging clients in meaningful wealth conversations across generations. The book offers tools to identify money talk mindsets, tips to jumpstart important, yet sometimes uncomfortable dialogues, and strategies to overcome client resistance. Learn the skills needed to incorporate the human side of finance into your practice and better serve women, couples, and families.
Join the Breaking Money Silence revolution today.
Read the book and discover:
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The business case for breaking money silence
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Tips to creatively engage clients in meaningful money talk
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How to prepare and navigate difficult wealth conversations
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Tools to coach parents to raise financially fit children
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Strategies to talk about aging, estate planning, and healthcare costs
Praise for Breaking Money Silence
New Bonus Chapter:
How to Unleash Your True Value to Earn More
Once you know how to break money silence with your clients, it’s time to learn how to advocate for your worth as an advisor.
Specifically written for female advisors, but beneficial for male allies and wealth management leaders, this new chapter highlights how myths about women and money negatively impact many women’s ability to negotiate an equitable wage. Most importantly, it offers a guide on how to change that script.
Learn a proven 3-step method to identify and communicate your true value with clarity and confidence.
Join the Breaking Money Silence revolution today.