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Douglas and Heather Boneparth break down how advisors can guide couples through the emotional, cultural, and behavioral forces driving their financial decisions. Learn practical frameworks from Money Together to deepen discovery, improve communication, and strengthen long-term planning outcomes.

What You'll Learn:

How money scripts shape client behavior
Strategies for engaging disconnected spouses
Supporting neurodivergent clients more effectively
Handling inheritance, privilege, and family expectations
The Boneparths' top breakthrough questions for clients

Sponsored by the Titleist Advisor Network: Learn how Titleist can help you become a high-growth independent business owner while building equity in your business. jointitleist.com