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

37 Happily never after: Advising clients through a divorce


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Going through a divorce is a stressful and emotional endeavor. For many, it’s also the single largest financial event they will experience in their life. Yet, many people don’t receive the proper guidance when it comes to separating assets. This presents a great opportunity for advisors to demonstrate their value.

In this episode, we're joined by Carol Lee Roberts, General Manager for the Institute for Divorce Financial Analysts. We discuss the need for evaluating capital appreciation and depreciation when dividing up assets, why you shouldn't skip the agreement details to complete the divorce faster and the importance of neutrality within the divorce process.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/happily-never-after-advising-clients-through-a-divorce/.

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Better conversations. Better outcomes. | Presented by BMO Global Asset ManagementBy Ben D. Jones and Emily Larsen with BMO Global Asset Management

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