13 subscribers
Fique off-line com o app Player FM !
124 Managing money together: The importance of financial conversations in relationships
Manage episode 297468963 series 1252126
A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help clients navigate the challenges of financial planning, even in the context of love and relationships.
Vonny Carrington joins the podcast to share many actionable insights for advisors to use with couples at any stage of a relationship, from engagement to moving in together, to marriage, divorce and even widowhood.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episódios
124 Managing money together: The importance of financial conversations in relationships
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Manage episode 297468963 series 1252126
A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help clients navigate the challenges of financial planning, even in the context of love and relationships.
Vonny Carrington joins the podcast to share many actionable insights for advisors to use with couples at any stage of a relationship, from engagement to moving in together, to marriage, divorce and even widowhood.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episódios
Todos os episódios
×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
1 121 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
Bem vindo ao Player FM!
O Player FM procura na web por podcasts de alta qualidade para você curtir agora mesmo. É o melhor app de podcast e funciona no Android, iPhone e web. Inscreva-se para sincronizar as assinaturas entre os dispositivos.