Better conversations. Better outcomes. | Presented by BMO Global Asset Management
About This Show
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today.
Make your next conversation a better conversation. Learn more at bmogam.com/betterconversations.
Most Recent Episode
54 Money mindset: When clients go through cognitive decline
5 days ago
This is the third of four episodes where we’ll explore the “money mindset” of some unique groups that advisors serve. One of the more difficult situations an advisor can face occurs when a client starts showing signs of cognitive decline. How do you tell if your client is no longer able to make good decisions? How do you bring family members into that discussion? And when should you invoke the power of attorney? We’re joined by two professionals who have worked with clients showing signs of cognitive decline: Linda Shick, Senior Vice President and Portfolio Manager at Angas Shick Private Wealth Counsel, and Hyman Darling, Attorney at Bacon-Wilson PC and President of the National Academy of Elder Law Attorneys. Together, they discuss the keys to managing this complex situation, including the emotional and financial balance between the client, their family and the other professionals that may be involved. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.