112 Real financial advice: Being a guide in a changing landscape


Manage episode 276302849 series 2390362
著作 BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management の情報はPlayer FM及びコミュニティによって発見されました。著作権は出版社によって所持されます。そして、番組のオーディオは、その出版社のサーバから直接にストリーミングされます。Player FMで購読ボタンをタップし、更新できて、または他のポッドキャストアプリにフィードのURLを貼り付けます。

Volatility in the markets. A historic election. A global pandemic. 2020 has thrown us all into an interesting period of irreducible uncertainty, and now more than ever, clients are looking to you to provide them with “real” financial advice in order to navigate these turbulent waters.

Carl Richards returns to the podcast to talk about the rapid acceleration and shift to “real” financial advice and the emergence of a secret society of financial advisors. Also, if you ever wondered what clients want from financial advisors, Carl shares their perspectives.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

136 つのエピソード