<p>(Originally aired in September 2016). This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is Dr. Amy D’Aprix , BMO Financial Group’s Life Transition Expert. She discusses properly approaching challenging conversations, enhanced estate planning, planning beyond the will, and the unique position of the financial advisor.</p> <p>For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/family-conversations-that-should-not-be-avoided/.</p>

(Originally aired in September 2016). This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is Dr. Amy D’Aprix , BMO Financial Group’s Life Transition Expert. She discusses properly approaching challenging conversations, enhanced estate planning, planning beyond the will, and the unique position of the financial advisor. For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/family-conversations-that-should-not-be-avoided/.

103 Family conversations that should not be avoided (Sept 2016)

In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions.  Enter Better conversations. Better outcomes., presented by BMO Global Asset Management.  This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors.  Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today.  

Make your next conversation a better conversation.  Learn more at bmogam.com/betterconversations.

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In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today. Make your next conversation a better conversation. Learn more at bmogam.com/betterconversations.

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103 Family conversations that should not be avoided (Sept 2016)

103 Family conversations that should not be avoided (Sept 2016)

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