Advising couples can pose unique challenges
- Adviser 2.0
- Oct 19, 2021
- 2 min read
Updated: Oct 21, 2021
“Accordingly, communicating with couples and families as a unit – instead of with the individuals within the unit – is not something that advisors normally receive training on, but that does not mean that it is unimportant or not useful. On the contrary, because training isn't formally offered, it's more important for advisors to continually work on improving their communication skills with couples to best serve their clients who are partnered or married.”
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