CE Webinar Replay:
Key Insights to Unveiling the Couple Dynamic in Investing
Understanding the Couple Dynamic in Investing
Our research at the Advisor Advancement Institute reveals that couples seek more than just investment expertise from their financial advisor. They want a trusted confidant who can help navigate the emotional and financial aspects of their relationship.
Sources: New York Life Investments and RTi Research, 2025. The percentages above do not total 100% since respondents were able to select more than one option.
Key insights:
- 63% of couples turn to their advisor during disagreements, seeking guidance and balance between prespectives
- Upbringing and parents’ money behaviors strongly influence today’s investment mindsets
- Encouraging both partners to engage in financial planning strengthens relationships and also helps to build loyalty
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
More Resources to Engage Coupled Clients
Understand Your Clients’ Backgrounds
Use this playbook to turn research into practice with conversation starters that help you engage couples more effectively.
From Conversation to Connection
Use this questionnaire to spark meaningful conversations and uncover each partner’s financial values.
Guiding Couples Through the Tougher Talks
Learn three practical steps to help you navigate “marriage counselor moments” as an advisor.
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Explore Our Programs
We’ve built a robust suite of content and tools focused on several key trends and topics that impact your business.
