Running an RIA · Podcast

Supporting Client Couples With Misaligned Engagement Levels, With Sydney Squires

For advisors running client-facing practices, the episode focuses on meeting dynamics and communication with couples, including how to make both partners feel heard and how to set expectations early.

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Summary

By the running an ria desk

This episode of Financial Advisor Technician features Sydney Squires discussing client couples with different levels of involvement in financial planning, described as 'misengaged couples.' It covers an assertiveness and cooperativeness framework for identifying types of misengagement, the risks of engaging only the more active partner, and practical approaches for client meetings and setting expectations early.

The episode explores client couples who have different levels of involvement, communication styles, or priorities in financial planning.
It presents an assertiveness and cooperativeness framework for identifying different types of misengagement.
It discusses risks of only engaging with the more active partner.
It offers practical strategies for improving client meetings, setting expectations early, and helping couples build a stronger relationship with their financial goals.

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