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Have you ever considered that marital communication about money may represent the one of the biggest investment risks? In this session, Jeff Thomas and Cale Dowell will help you gain insight into spouses' motivations on the use of money and how it impacts communication, and you will learn how to help them identify their own unique “wealth language”.
About the Speakers
Cale Dowell
Arkos Global AdvisorsCale Dowell is a published thought leader in vulnerability analysis and risk mitigation and the creator of “Wealth Languages.” In 2017, he left his corporate career to help launch Archetype Wealth Partners (now Arkos Global Advisors) and create a paradigm shift in the way the financial services industry serves and impacts people. Cale’s passion is rooted in the mission to help families thrive across generations. He and his wife, Lynne, reside in Houston and have two children.
Jeff Thomas
Arkos Global AdvisorsJeff Thomas is the Founder and CEO of Arkos Global Advisors, LLC, a pure fiduciary wealth management company that is opening offices across the country. Seeking to help clients at a deeper level, Jeff and his team founded Arkos after 25 years at the largest firms on Wall Street. Jeff authored the book Trading Up: Moving from Success to Significance on Wall Street and is a co-host of the Generous Business Owner podcast with Alan Barnhart and Jeff Rutt.
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