Episode 37 : 09/20/2017

Happily never after: Advising clients through a divorce

Lonely

Carol Lee Roberts

IDFA General Manager

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Happily never after: Advising clients through a divorce

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.

In this episode:

  • How to decide your approach as an advisor to divorce-related financial situations
  • Balancing the emotional and logical thought processes
  • How to ask the right questions – and what those questions are
  • Avoiding potential pitfalls in divorce financial planning

 

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