121 Intersecting life and money: Advanced care planning

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

Nội dung được cung cấp bởi BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

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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.

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