Sep 23, 2016
A large part of what we do as financial advisors is helping people plan ahead so that they can be financially stable and successful for the rest of their lives. For many of our clients, retirement will be a big span of their future. In this episode we’re talking to Steve Williams, the Head of Financial Planning in the U.S. at BMO Private Bank, about how to help your clients create a game plan for their retirement. Listen in to learn how to approach the aspect of retirement from every angle, not just financially.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/creating-a-clients-retirement-game-plan/.