Oct 23, 2020

Financial planning isn’t always an easy process. We often need to address situations that can be awkward for the client. Today we’ll tell you about six of these challenging conversations and how we approach them. Don’t let these awkward planning topics keep you from opening up and taking them head on.

Read more and get additional financial resources here: https://johnsonbrunetti.com/how-to-have-those-awkward-financial-conversations/ 

What we discuss on this show: 

0:37 – The loss of Eddie Van Halen

2:32 – Removing a child as a beneficiary on an account.

4:30 – Working with both spouses during a divorce.

6:12 – When a client cries in the office.

7:35 – Client that’s made an embarrassing financial decision.

9:27 – Siblings that are arguing over finances.

12:08 – Client that needs to make a change with their financial advisor.

13:58 – A good way to begin addressing these awkward conversations.