5 ways to get families to talk about finances

Dan Richards | ClientInsights | 10 September 2013

Of all the challenges for financial advisers, perhaps the most daunting is persuading clients to discuss their finances with adult children and other family members. However, just because a conversation is difficult doesn't mean you shouldn't have it. A recent New York Times article provided a reminder of the importance of these conversations, outlining the disruption and heavy price heirs can pay when they don't happen.

Despite this, a study in 2...