Speaking with Aspiriant’s Money Tales podcast, Ned Montenecourt revealed why it’s so important to discuss money with those close to you.
Financial advisors avoid end-of-life conversations with their clients despite the many benefits of them. Here’s how you can buck the norm.
The Big Five model of personality is a powerful tool for financial advisors. Here’s how it can help you understand you clients better.
For Legacy Foundry, our human problem revolves around “death” conversations. For many reasons, people hate talking about death and all the paperwork that comes with it. The problem is that people don’t know how to deal with the deaths or illnesses of loved ones, emotionally or financially. And many aren’t prepared to have those conversations until it’s too late.
The wealth transfer problem is a huge issue for financial advisors. But they can play a major role in preventing it through conversations.