Page 10 - BTBA Brochure
P. 10
BETTER CONVERSATIONS
What should we talk about?
In the home stretch, we roll up our sleeves and clear our throats to have better conversations about things that really matter. The module will cover a select group of structured conversations that advisors and clients will find stimulating and impactful.
TIME AFFLUENCE
WOMEN AND WEALTH
KIDS
AND MONEY
HAPPY TOMORROW
COUPLES CASH CONFLICT
OMAKASE
THE SEASONS OF MONEY LIFE
Brought to you by the team at Shaping Wealth.
