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 http://bmogam.com/betterconversations.
Deliver WOW client reviews
10 Women and wealth
Stop providing only investment advice
9 Guiding the social and environmentally conscious investor
Stop hoarding unprofitable clients
8 Custom target date funds: is the juice worth the squeeze?
Focus on quality clients
7 Fixed income: the way forward
6 Family conversations that should not be avoided
Start living your dream
5 Creating a client's retirement game plan
4 Telling your story: components to creating a compelling message
Building an effective practice featuring Steve Moore
3 Alternative investments: exploring the opportunities
2 Living to 100: helping make your clients' retirement years truly golden
1 Investor archetypes: tailoring your communication to match your clients' personality
Create your
podcast in
minutes
It is Free
Macro Horizons
Sustainability Leaders
BMO Equity Research IN Tune
BMO Views from the North
Global Exchanges