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
49 Money mindset: Suddenly single
This is the first of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve. In this episode, our discussion focuses on a large and growing demographic: middle-aged people who find themselves “suddenly single” after years, if not decades, of marriage. “Suddenly single” commonly occurs through widowhood or divorce, but no matter the cause, the demographic presents unique challenges and considerations. We’re joined by returning guest and Life Transition Expert Dr. Amy D’Aprix to help advisors navigate this emotional life event and keep their clients’ financial plans on track. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.