NAPFA Thought Leadership

2 Minutes on BrightTALK: Unlock the Secret to Advising Couples

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  • Jul 30 2013 Duration: 2 mins

Presented by

Kathleen Burns Kingsbury, Founder, KBK Wealth Connection

About this talk

Why is advising couples more of an art than a science? What key factors should you consider to make sure both individuals feel included? Kathleen Burns Kingsbury shares the key to success when advising couples.

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Available on demand