How do you effectively and respectively discuss money?
In this conversation I spoke with Stephen Kozuch of Kaufmann-Kozuch Associates on his methods to make people feel comfortable enough to trust him to share their financial goals and dreams.(14:50)
Lessons Learned:
- Don't wait for a catastrophe - Avoid the pain threshold
- Ask questions - Make sure you feel knowledgeable
- Do it scared - Comfort comes after the conversation begins
- Create a plan - Know where you are headed
- Multiple conversations - Continue to check-in
Download Stephen's article: "Planning is Key to Your Financial Future"



