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

69 The delicacy of dialogue: Helping clients talk openly about money


Listen Later

For some people, talking about money can be a frightening task. But being more open about money with spouses and family members – and financial advisors, too – can lead to better outcomes for all parties.

Kathleen Burns Kingsbury, a wealth psychology expert and author of Breaking Money Silence, joins the podcast to discuss how advisors can dispel some common myths that clients believe about money. Plus, she shares tips on how to open up a dialogue with clients who may be hesitant to talk about their finances.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/the-delicacy-of-dialogue-helping-clients-talk-openly-about-money/.

...more
View all episodesView all episodes
Download on the App Store

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

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

66 ratings


More shows like Better conversations. Better outcomes. | Presented by BMO Global Asset Management

View all
Bold(h)er by BMO for Women

Bold(h)er

2 Listeners

Macro Horizons by BMO Capital Markets

Macro Horizons

80 Listeners

Sustainability Leaders by BMO Financial Group

Sustainability Leaders

18 Listeners

BMO Equity Research IN Tune by BMO Capital Markets Equity Research

BMO Equity Research IN Tune

6 Listeners

Markets Plus by BMO

Markets Plus

5 Listeners

BMO Views from the North by BMO Capital Markets

BMO Views from the North

4 Listeners

Global Exchanges by BMO Capital Markets

Global Exchanges

1 Listeners