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CITATION

Kingsbury, Kathleen Burns. How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs. US: McGraw-Hill, 2013.

How to Give Financial Advice to Couples: Essential Skills for Balancing High-Net-Worth Clients' Needs

Authors: Kathleen Burns Kingsbury

Published:  August 2013

eISBN: 9780071819121 0071819126 | ISBN: 9780071819114
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  • Cover
  • Front Matter
  • Title Page
  • Copyright
  • Dedication
  • Contents
  • Acknowledgments
  • Introduction
  • Section I: The Psychology of Couples
  • Chapter 1: Th e Financial Advisor’s Dilemma
  • Chapter 2: Myths About Couples and Money
  • Chapter 3: Advising and Couple Dynamics
  • Chapter 4: The Modern Couple
  • Chapter 5: Couples Across the Life Span
  • Section II: Essential Skills for Couple-Friendly Advisors
  • Chapter 6: Build a Solid Foundation
  • Chapter 7: Balance Gender Differences
  • Chapter 8: Uncover Money Mindsets
  • Chapter 9: Manage Conflict
  • Chapter 10: Facilitate Lasting Change
  • Chapter 11: Empower Couples to Raise Financially Intelligent Children
  • Chapter 12: Special Issues in Advising Couples
  • Conclusion
  • Notes
  • Couple-Friendly Resource Guide
  • Index
  • About the Author
  • Back Cover