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Heart of Advice Podcast, Presented by eMoney

Heart of Advice Podcast, Presented by eMoney

eMoney
Released: 2024-05-09
© 2024
Heart of Advice Podcast, Presented by eMoney - QR Code
FreeNew
2 Episodes
Audio
Listen on Apple Podcasts
FreeNew
2 Episodes
Audio
Listen on Apple Podcasts
Released: 2024-05-09
© 2024
Most Recent Episode
Couples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota

Couples & Money: Keeping Clients on the Same Page with Sonya Lutter and Michael Kothakota

Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to h
Time: 58:57
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Have you ever served a couple who couldn’t see eye to eye on financial decisions? In episode 2 of the Heart of Advice Podcast, we dive deep into keeping couples in financial alignment in your planning practice. Joining us are two guests with tips to help you navigate challenging conversations. First, we’ll hear from Sonya Lutter, Ph.D., CFP®, LMFT, Director of Financial Health and Wellness and Masters programs at Texas Tech University. She shares insights from her research, her training as a therapist, as well as a values exercise from her book, A Couples Guide to Love & Money. We’ll also learn from Michael Kothakota, Ph.D., CFP®, CEO of WolfBridge Wealth and a lecturer at Columbia University. He’ll share the knowledge he’s gained from creating financial plans for people going through a divorce, incorporating nonviolent communication, and using financial planning technology to help people talk about money.
Learn more about strategies to use with couples here: response.emoneyadvisor.com/candid-conversations
Episode ID: 1000655047171
GUID: https://permalink.castos.com/podcast/59613/episode/1738075
Release Date: 09/05/2024, 17:14:05

Description

The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.

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