Welcome to the Financial Advisor TMC site, an online resource that helps you, the Financial Advisor, understand the husband and wife clients you have. Here we will provide you a unique way to engage, educate and equip your clients so you can provide them a plan that will speak to their individual Money Personalities™.
These tools are intended to be used after you hear our presentation, “The 8 Minute Opener – How to Keep your Clients for Life”.
Make It Happen!
Scott & Bethany Palmer
The Money Couple
Bringing Love and Money Together
Download the worksheet: