• 126 How to navigate changes in a retirement plan

  • Aug 25 2021
  • Length: 34 mins
  • Podcast

126 How to navigate changes in a retirement plan

Listen for free

View show details

  • Summary

  • The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of heightened emotional state, either positive or negative. As a financial advisor, helping to meet your clients on level ground and produce a positive outcome from this change is key to your, and your client’s, success.

    Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives. Ross will provide examples of these scenarios and discuss his series of four questions to answer before working towards a next-steps financial decision.

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

What listeners say about 126 How to navigate changes in a retirement plan

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.