Helping Clients Peacefully Manage Day-to-Day Finances
Guest Expert: Brian Page,
Date:
Webinar Replay Description
Personal finance educator Brian Page led an engaging webinar that equipped financial advisors with strategies and tools to help couples navigate day-to-day household finances. Attendees learned actionable tips based on financial therapy principles to facilitate healthy money discussions and enhance client relationships with innovative financial management techniques.
Comments
A few comments from listeners when they were asked what the learned from the webinar:
It addressed very well the current condition of dual earner households and the realities of how many spouses operate financially.
- Becky W.
I am an insurance agent and found the speaker to be excellent. I was most impressed with his approach and respect. I thought of my son who has a young family and all my young clients.
- Janice M.
The information about joint accounts was interesting. I also thought Tiller, may be a good option for some of my clients to work through and use as a tool.
- Jon S.
I like the deeper look in the relational psychographics. I've been taught in my ministry, for years, that a joint account is essential to marital success and happiness. His pricing was also quite attractive.
- David T.
It addressed very well the current condition of dual earner households and the realities of how many spouses operate financially.
- Becky W.
I am an insurance agent and found the speaker to be excellent. I was most impressed with his approach and respect. I thought of my son who has a young family and all my young clients.
- Janice M.
The information about joint accounts was interesting. I also thought Tiller, may be a good option for some of my clients to work through and use as a tool.
- Jon S.
I like the deeper look in the relational psychographics. I've been taught in my ministry, for years, that a joint account is essential to marital success and happiness. His pricing was also quite attractive.
- David T.
Helping Clients Peacefully Manage Day-to-Day Finances 02-11-2025
Attendees Comments:
It addressed very well the current condition of dual earner households and the realities of how many spouses operate financially.
- Becky W.
I am an insurance agent and found the speaker to be excellent. I was most impressed with his approach and respect. I thought of my son who has a young family and all my young clients.
- Janice M.
The information about joint accounts was interesting. I also thought Tiller, may be a good option for some of my clients to work through and use as a tool.
- Jon S.
I like the deeper look in the relational psychographics. I've been taught in my ministry, for years, that a joint account is essential to marital success and happiness. His pricing was also quite attractive.
- David T.