121 Intersecting Life And Money: Advanced Care Planning Better Conversations. Better Outcomes. | Presented By BMO Global Asset Management podcast

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MBA Ben D. Jones Emily Larsen with BMO Global Asset Management BMO Trading Business Financial Advisors

Indhold leveret af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Better conversations. Better outcomes. | Presented by BMO Global Asset Management « »
121 Intersecting life and money: Advanced care planning

3y ago 31:46

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Indhold leveret af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

… continue reading

136 episoder

#MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Trading #Business #Financial Advisors

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121 Intersecting life and money: Advanced care planning

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

30 subscribers

published 3y ago

Del

MP3•Episode hjem

Indhold leveret af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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.

… continue reading

136 episoder

#MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Trading #Business #Financial Advisors

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