Better conversations. Better outcomes. | Presented by BMO Global Asset Management
About This Show
This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Matt Smith with BMO Global Asset Management interview experts and explore wealth advising from every angle. Each episode provides actionable ideas designed to improve outcomes for advisors and their clients. Learn more at http://bmogam.com/betterconversations.
Most Recent Episode
27 Succession planning: exit strategies for a smooth client experience
4 days ago
Human beings are bad at planning for the end; the end of a career, the end of a business, the end of a life and financial advisors are no different. Advisors are experts at helping their clients through life transitions and into retirement, but many advisors may have neglected to create the same plan for themselves. We aim to help fix that with this episode. Succession planning can mean many different things, but no matter how you do it, the topic of succession planning is more than divesting or acquisition. It’s success or failure largely depends upon the human elements, including open communication with clients, successors, staff and other stakeholders. Our guest is an expert in the topic of succession planning. Rob Goff is a VP of Succession Planning and Acquisitions at Raymond James Financial. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.