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
37 Happily never after: Advising clients through a divorce
5 days ago
Going through a divorce is a stressful and emotional endeavor. For many, it’s also the single largest financial event they will experience in their life. Yet, many people don’t receive the proper guidance when it comes to separating assets. This presents a great opportunity for advisors to demonstrate their value. In this episode, we're joined by Carol Lee Roberts, General Manager for the Institute for Divorce Financial Analysts. We discuss the need for evaluating capital appreciation and depreciation when dividing up assets, why you shouldn't skip the agreement details to complete the divorce faster and the importance of neutrality within the divorce process. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.