Episode 33 : 07/26/2017

Managing wealth for same-sex couples

podcast-ep-32

Julia Peloso-Barnes

Wealth Advisor
Morgan Stanley Wealth Management

Hosts:

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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

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

Managing wealth for same-sex couples

In this episode, we look at the unique financial challenges facing same-sex couples and how as an advisor, you can be better prepared to serve a non-traditional set of life circumstances. Of course, working with same-sex clients is largely no different than working with any other group of clients, but in order to properly serve this community, advisors should understand the mindset, key issues, and changing laws and policies that directly impact their money and wealth. In this episode, you’ll take away some great action ideas no matter what type of clients you serve. Our expert guest is Julia Peloso-Barnes, a Wealth Advisor with Morgan Stanley Wealth Management and an Accredited Domestic Partner Advisor. She specializes in working with same-sex couples.

In this episode:

  • How to use empathy, personal stories, and listening skills to connect with clients
  • Nuanced subjects and differing life experiences you may encounter with same-sex couples
  • The legal side of financial planning with same-sex couples: marriage, divorce, children
  • How to build a practice within the LGBT community
  • Learn about the Accredited Domestic Partner designation

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