Pathway Coaching
Couples Know Honesty · For financial advisors
You have half the relationship.
Most advisory relationships are strong with one spouse. The decisions get made at home, between your meetings, in a conversation you are not in. Couples Know Honesty gives both of them one shared way to have it, and you are the one who gave it to them.
Why communication, specifically
Money is consistently in the top three marriage issues.
You want to help the couples you serve with their finances. It starts with communication, not dollars.
Couples Know Honesty gives both people one shared way to talk about it, before it turns into the thing they avoid.
- Money arguments are the top predictor of divorce. Above arguments about children, sex or in-laws, regardless of income, debt or net worth. Based on more than 4,500 couples. Dew, Britt & Huston, Family Relations, 2012
- Weekly money disagreements raise the risk by more than 30%. Couples who disagree about money weekly are more than 30% more likely to divorce than couples who disagree a few times a month. Jeffrey Dew, Utah State University, 2009
- 53% of divorcing parents said they were “not able to talk together.” Second only to growing apart, at 55%. Hawkins et al., Journal of Divorce & Remarriage, 2012
What it does for your practice
More than a client event.
Useful beyond the money
Clients get something they can use on a real issue: how the two of them talk about financial decisions together.
Deeper trust with both partners
Both people are in the room, engaged, leaving with a shared language. The spouse who has been quieter in your meetings now has a way in.
Better planning conversations
Couples get a stronger foundation for talking about money, goals, retirement, family, lifestyle and legacy. That shows up in your next meeting with them.
They bring friends
Every client couple is invited to bring another couple. The people who come are there because someone they trust asked them to.
You stay the expert on the money. Couples leave with clear next steps and, where it fits, questions to bring back to you. They arrive better prepared to talk about it.
How it works
You host. We run it.
You provide
- The location
- Client invitations and communication
- Any hospitality, such as food and drinks
Know Honesty provides
- The 2.5 hour facilitated workshop
- A couples workbook for every couple
- Know / Want / Do worksheet
- Promotional and reminder email templates
- “Bring another couple” invitation language
- Registration and event description copy
- Your opening and closing talking points
- Post-event follow-up template
What your clients walk out with
Something they will use that week.
They learn a simple model for being 100% honest and 100% open in every conversation, and they practice it in the room on one real area of their own life.
This changes how they talk about decisions, expectations, family issues and money.
- A common language for honesty and openness
- The Agreement, a short script for opening any conversation
- Awareness of Fake You, The Wall and The Still
- The Know / Want / Do framework
- One real conversation already begun
- Clear next steps, and where it fits, questions for you
Next step
Let’s talk it through.
Thirty minutes. Your client base, what an evening would actually look like, and whether it fits. If it does not, I will say so.