Advisors can play a critical role in fostering open, transparent discussions with their clients and their relationships with money. These conversations, often avoided due to societal taboos, can significantly impact financial decisions and promote healthier financial behaviors. The pervasive “no-talk rule” around money, especially within families, can perpetuate anxiety and unhealthy attitudes, which are often passed down through generations.
Mark was featured in Wealth Management’s Midyear Outlook 2024 in the article Breaking the Silence: Transforming Money Conversations to Cultivate Healthier Financial Relationships, where he discusses how to break this cycle. Read the full article above and discover how you can break the cycle and transform your relationship with money.
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