Monthly Archives: January 2022

FEATURE

2. Introducing Clients To Alternative Investments



Getting clients to understand and buy into alternative investments is a huge part of the process of including this asset class in your overall portfolio.

In this episode, Stephen Rosen explains how he does what he does. Stephen walks us through what the experience is like for a customer reaching out to him for the first time, and explains how a first and second meeting is conducted. Stephen also shares how he introduces clients to alternative investments and helps them understand the objective of including them in their portfolio.

Stephen discusses:

  • What a client can expect when first contacting his team
  • What the first meeting is like and why it’s important to Stephen to have couples on the same page
  • How Stephen introduces clients to alternative investments
  • And more

Connect With Stephen:


Three Emotional Money Mistakes Made By Women During a Divorce With Christine Luken (Ep. 3)



The emotional stress of going through a divorce can cause some to act irrationally with their money. It’s important to seek guidance during those trying times to avoid making costly, emotional mistakes.

In this episode, Leah Jones and Christine Luken, founder of Financial Dignity Movement, discuss three emotional money mistakes women make during a divorce. Christine explains what financial dignity means, and highlights the importance of not feeling ashamed to ask questions of people advising you, whether that’s your attorney or financial planner.

Christine discusses:

  • Three emotional money mistakes women make while going through divorce
  • What financial dignity means
  • Why you should have a counselor or therapist you can speak with while going through divorce
  • Why you shouldn’t be embarrassed to ask questions of your attorney or financial planner
  • And more

Resources: 

Connect With Christine Luken:

Connect With Leah:

About Our Guest:

Ready to master your money and become a financial success? Then you need Christine Luken, the Financial Lifeguard in your corner!

As the Founder of the Financial Dignity® Movement & a Certified Financial Counselor, Christine has coached hundreds of high earning professionals to pay off staggering amounts of debt and massively increase their net worth over the past twelve years.

Christine’s books, Money is Emotional: Prevent Your Heart from Hijacking Your Wallet & Manage Money Like a Boss: A Financial Guide for Creative Entrepreneurs, have landed her almost 100 podcast and TV interviews, establishing her as the authority on money and emotions.

When she’s not coaching clients from her office in Cincinnati, you can find this Certified Divorce Specialist & member of the Financial Therapy Association curled up with a good book, a fluffy cat, and a strong cup of coffee.