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Six Insights Into Couples and MoneySix Insights Into Couples and Money
Megan Leonhardt
April 30, 2014
6 Slides
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Understanding the dynamics at play within a couple can make or break an advisor’s ability to successfully retain the relationship. In a recent UBS Investor Watch, the firm found that while a majority of couples will say they share financial decision-making, that’s usually not the case.
Here are six key takeaways to keep in mind when working with couples.