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David Brunson | Collaborative Divorce and the Financial Neutral
Manage episode 306260632 series 2913528
Today, we’re excited to welcome David Brunson, CFA®, CFP®, CDFA®, President of Lifeway Financial Corporation, to the Texas Family Law Insiders podcast. David has over three decades of experience in both the financial planning and investment management fields and holds several financial services designations. He’s also a frequent speaker on the collaborative divorce process.
David says, “Just about every dispute has to do with money to some extent.” He joins us today to talk about his role as a financial neutral in the collaborative divorce process. Listen as he shares:
- The value of bringing in a financial planner or financial neutral in a divorce or collaborative case
- How long typical collaborative cases take and how to work with the natural frequency in collaborative divorce
- The most critical point in the collaborative process, and how neutrals can help keep your clients from dropping out
- And much more
104 つのエピソード
Manage episode 306260632 series 2913528
Today, we’re excited to welcome David Brunson, CFA®, CFP®, CDFA®, President of Lifeway Financial Corporation, to the Texas Family Law Insiders podcast. David has over three decades of experience in both the financial planning and investment management fields and holds several financial services designations. He’s also a frequent speaker on the collaborative divorce process.
David says, “Just about every dispute has to do with money to some extent.” He joins us today to talk about his role as a financial neutral in the collaborative divorce process. Listen as he shares:
- The value of bringing in a financial planner or financial neutral in a divorce or collaborative case
- How long typical collaborative cases take and how to work with the natural frequency in collaborative divorce
- The most critical point in the collaborative process, and how neutrals can help keep your clients from dropping out
- And much more
104 つのエピソード
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