Is Your Advisor Listening?
November 22, 2013
Hosted by Brian Farr and Ann Hutchins
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Guest Information
Episode Description
Did you know that 70 percent of widows fire the couple’s financial advisor within one year of the death of their spouse? The primary reason for this startling statistic is that advisors frequently fail to develop a trusting relationship with both partners. On the next episode of Money In Your Life we will talk with Kathleen Burns Kingsbury, a leading wealth psychology expert and author of How to Give Financial Advice to Couples (www.kbkwealthconnection.com). Kathleen will describe common myths about couples and money, as well as the five tenets of couple dynamics and how they unfold in a financial advisor’s office. We will also explore techniques for facilitating financial conversations, mediating differences, and empowering couples to raise financially intelligent children. Join us for an enlightening and enjoyable conversation.
Money in Your Life
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The goal of Money in Your Life is to give you the insight and motivation to be more effective and successful with all aspects of your personal finance. We believe money is a tool that can support deeper values of individuals, couples and families. We also know that too many options, too little time and the blizzard of modern money choices make it easy to opt-out of the whole conversation. We want you to opt-in. Money in Your Life will provoke thoughtful discussions that bring knowledge, curiosity and humor to the reality of money. Each week we will engage you with intriguing conversations to help you understand and assess how money actually operates in your life. We will present a wide variety of individuals and resources to increase clarity and expand awareness on multiple levels. Our intention is to introduce you to new ways money can serve you rather than just drive you.
Brian Farr and Ann Hutchins
Brian Farr is a Financial Therapist, Licensed Professional Counselor and Certified Hudson Institute Coach. Since 2002, Brian has helped hundreds of individuals and couples significantly improve their relationship with money. He uses a wide variety of financial and therapeutic techniques to guide clients toward a deeper understanding of the patterns in their financial choices, and then develop more effective strategies for the future.
In the years prior to becoming a Financial Therapist, Brian was a founding partner of an investment management firm, owner/manager of a personnel agency and member of the Chicago Board of Trade. He has an MA in Counseling Psychology from Lewis & Clark College and a BA in History from Stanford University.
Ann Hutchins is a Certified Financial Coach and a Certified Hudson Institute Coach. In her engagements with clients, she combines professionalism with integrity and approachability. Ann works to demystify personal finances and help people create sustainability in their financial lives. She frequently coaches people from the financial services and nonprofit sectors, and also works with families and children in the area of financial literacy.
Ann has 30 years of investment industry experience, holds an MBA in Finance from Babson College and a BA in American Studies from Hamilton College. She has been on the Board of Trustees of both Babson and Hamilton Colleges, and currently serves as Board member and Treasurer of The Eleos Foundation.
