Artwork
iconShare
 
Manage episode 521197846 series 3219348
Content provided by Jay Coulter. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jay Coulter or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes.

What You'll Learn:
  • How money scripts shape client behavior

  • Strategies for engaging disconnected spouses

  • Supporting neurodivergent clients more effectively

  • Handling inheritance, privilege, and family expectations

  • The Boneparths' top breakthrough questions for clients

Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. jointitleist.com

  continue reading

271 episodes