The Family Financial Conversation
Hosted by Tom West, The Family Financial Conversation is a podcast about the decisions families make as they age that involve money, but might revolve around very different things. Listen in to hear thoughts from industry professionals on getting the best possible outcomes from those decisions through the lens of great financial advice. To be a guest please contact Jakie Beard .
Articles by The Family Financial Conversation
- Money & Life
Fight Club at 55: Generation X Advisors and the Midlife Sucker Punch
Tom and Suzanne turn the spotlight on Generation X advisors, exploring the unique pressures and possibilities facing professionals.
- Money & Life
The Challenger Sale and What the Market is Telling Advisors about AI
Tom and Suzanne build on their discussion of The Challenger Sale by exploring how artificial intelligence intersects with the evolving needs.
- Money & Life
The Challenger Sale: The Lone Wolf’s Path to Extinction
Tom and Suzanne revisit The Challenger Sale to explore why the Lone Wolf advisor is becoming a relic. #sales #advisors
- Money & Life
Client Losing Speed of Their Fastball? Coaching Families Through Cognitive Change
They explore how advisors can adapt conversations, simplify decisions, and preserve client autonomy through every stage of aging.
- Money & Life
Turn That Frown Upside-Down: Counterfactual Framing for Financial Advisors
Tom and Suzanne explore how financial advisors can use anticipatory regret to guide clients toward better decision-making.
- Money & Life
Your Future Self Hates You and Why Advisors Should Care
Tom and Suzanne explore forward temporal discounting, why people tend to prioritize immediate gratification over long-term financial well-being
- Multimedia
Framing Hope: Successful Financial Dialogues Amidst the Holidays with Tom West & Arvette Reid
Tom and Arvette discuss family financial conversations around the holidays #FamilyConversation #retirement #finance