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This listening guide accompanies the study group, Wealth Languages. Have you ever considered that marital communication around money may represent one of the biggest investment risks to your clients? We've all seen it play out… clients that can't seem to get on the same page financially. It's frustrating. And we get it--communication around money can be difficult. But what if communication around money could be a key contributor to success in marriage? Wouldn't it be worth investing in? In this Study Group, we’ll provide practical solutions to help you engage your clients on a deeper level while adding real value that goes beyond the X's and O's of wealth management. We'll show you how to guide your clients in understanding each other's motivations around the use of money and how they can experience greater marital harmony and communication by understanding their own unique "wealth language."
Cale 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.