Practice Management

Coaching clients through uncertainty

In an effort to support your client conversations during these times, we recorded this special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.
April 2020
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Steve Sanduski

Founder and President, Belay Advisor

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Coaching clients through uncertainty

As the coronavirus pandemic surges worldwide, we hope you and your loved ones are safe and healthy.

In an effort to support your client conversations during these times, we recorded this special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.

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In this episode:

  • Client communication is critical: 5 components of effective communication
  • Creating a plan before the next crisis
  • Checking up on your team, making sure they’re healthy physically and mentally
  • The difference between coaching clients and being a financial advisor
  • What to do now so you can emerge stronger on the other side of a crisis

Transcript

Emily Larsen – Welcome to Better conversations. Better outcomes. presented by BMO Global Asset Management.  I’m Emily Larson.

Ben Jones – And I’m Ben Jones, and on this show, we’re going to explore the world of wealth advising from every angle, providing you with actionable ideas designed to improve outcomes for advisors and their clients.

Disclosure – The views expressed here are those of the participants and not those of BMO Global Asset Management, its affiliates or subsidiaries.

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Notice to Canadian Residents: The information on this podcast series is not intended to be construed as an offer to sell, or a solicitation to buy or sell any products or services of any kind whatsoever including, without limitation, securities or any other financial instruments in Canada.