How to Talk to Clients About Money and Marriage

September 18, 2018 / Michael Rousseau, CFP® / Comments Off on How to Talk to Clients About Money and Marriage

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Talking to clients about their personal relationships may be awkward, but they are essential conversations to have for effective financial planning. In How to Talk to Clients About Money and Marriage published in WealthManagement.com Michael Rousseau shares his tips for that conversation.

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Michael Rousseau, CFP®