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.
128 4 enduring principles for the road ahead
127 Investor archetypes: Matching communications to client personalities
126 How to navigate changes in a retirement plan
125 When is Medicare right for me?
124 Managing money together: The importance of financial conversations in relationships
123 Building better client experiences
122 Referrals: The Holy Grail of Growth
120 Advisor sponsored events in a post-pandemic world
119 Can I invest my IRA in this?
118 Winning more of your boardroom presentations
117 Emergency savings: Planning for the unplannable
116 Adapting to the changing landscape of income
115 A year like no other: The best learnings from 2020
114 Framing an ESG conversation with your clients
113 Unlocking your vision for success
112 Real financial advice: Being a guide in a changing landscape
111 Help needed: Hiring an executive assistant
110 Five steps to effective communication
109 Navigating family dynamics: Multigenerational wealth
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