30 subscribers
Gå offline med appen Player FM !
Podcaster värda att lyssna på
SPONSRAD
1 #625: Creating an agile brand with composable approaches, featuring Chris Bach 47:35
121 Intersecting life and money: Advanced care planning
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 03:34 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 291681915 series 2390362
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of life and money. Advanced care planning is one of those areas where advisors and clients can plan with some certainty for a period of extreme uncertainty.
Kim Fischer joins the podcast to discuss the importance of having a plan in place should a client not be able to make decisions about their health or care for themselves. She covers why the most powerful part of this planning happens at an emotional level when a client and their advocate come together with clarity about what is important to them.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episoder
121 Intersecting life and money: Advanced care planning
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 03:34 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 291681915 series 2390362
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of life and money. Advanced care planning is one of those areas where advisors and clients can plan with some certainty for a period of extreme uncertainty.
Kim Fischer joins the podcast to discuss the importance of having a plan in place should a client not be able to make decisions about their health or care for themselves. She covers why the most powerful part of this planning happens at an emotional level when a client and their advocate come together with clarity about what is important to them.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episoder
Alla avsnitt
×1 128 4 enduring principles for the road ahead 50:18
1 127 Investor archetypes: Matching communications to client personalities 27:44
1 126 How to navigate changes in a retirement plan 33:57
1 124 Managing money together: The importance of financial conversations in relationships 36:39
1 123 Building better client experiences 35:20
1 122 Referrals: The Holy Grail of Growth 35:04
1 121 Intersecting life and money: Advanced care planning 31:46
1 120 Advisor sponsored events in a post-pandemic world 37:07
1 118 Winning more of your boardroom presentations 34:27
1 117 Emergency savings: Planning for the unplannable 32:04
1 116 Adapting to the changing landscape of income 37:20
1 115 A year like no other: The best learnings from 2020 44:55
1 114 Framing an ESG conversation with your clients 28:09
Välkommen till Player FM
Player FM scannar webben för högkvalitativa podcasts för dig att njuta av nu direkt. Den är den bästa podcast-appen och den fungerar med Android, Iphone och webben. Bli medlem för att synka prenumerationer mellan enheter.