126 How to navigate changes in a retirement plan

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

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3+ y ago 33:57

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The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of heightened emotional state, either positive or negative. As a financial advisor, helping to meet your clients on level ground and produce a positive outcome from this change is key to your, and your client’s, success.

Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives. Ross will provide examples of these scenarios and discuss his series of four questions to answer before working towards a next-steps financial decision.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

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