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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 focuses on helping families thrive across generations. In 2017, he left his corporate career to help launch Archetype Wealth Partners and “rebuild Wall Street” by creating a paradigm shift in the way the wealth management industry serves and impacts people. He has consulted with multiple large corporations and has written on vulnerability analysis and risk mitigation. Cale lives in Houston with his wife and two children.