Strategies for Engaging the Unengaged Client When Working with Couples
Date & Time
Sunday, March 24, 2024, 4:45 PM - 5:15 PM
Clayton Quamme Ashley Quamme (FBKG Speaker)

In working with couples, it's not uncommon for one partner to play a less active role. But what about when the partner is completely unengaged in the financial planning process, both verbally and behaviorally? This presentation focuses on providing advisors the insights to working with and drawing out the unengaged partner. By learning effective strategies, advisors will be able to empower their clients and cultivate a greater sense of financial well-being for their couples.  Participants will learn contributing factors that may lead to lack of engagement in the financial planning process, key questions and scripts for how to draw clients into the meeting and 3 strategies, and tools for helping their unengaged client take a more active role outside of meetings.

Location Name
Osprey 1
Full Address
Walt Disney World Swan Reserve
1255 Epcot Resorts Blvd
Lake Buena Vista, FL 32830
United States
Session Type
Breakout Session