What should I tell a long-time client to effectively get their spouse to attend our meetings? Do you ever just proceed with the long-time client only?

You should say, “The conversation we’re going to have is not as much about money as it about planning your future, setting goals, and determining what will become the basis of your financial plan. It’s proven that couples who plan their futures together have a higher probability of having one. The bottom line is that in your Old World, you met with one spouse. In your New World you work with couples to help them actualize their Financial Road Maps®.” If they don’t want to do that then he has to find a new advisor.