This Financial Planning week Chartered financial planner Ben Rogers discusses the methods he uses at Equilibrium Financial Planning to facilitate courageous conversations between clients and their families and why it is important to break down barriers around talking about money…
Research shows that a staggering 81% of people still avoid discussing their finances and 21% have never spoken about money with a friend or family member. While we might assume that financial planning clients are much more accustomed to talking on the topic, when it comes to broaching the subject with family members, it can be much more challenging. Enabling clients to look after those they love and have the biggest impact now and, in the future, requires open and honest conversations. Even as someone whose career is based on talking to people about money, I recognise how difficult th...
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