July, 2020 - Goal-Based Wealth Planning: The Discovery Process
Hosting by Diane Raghbeer of Wealth Planning Advisory Services, along with Matt Kenny and John King
Listen in to this podcast as John and I discuss the importance of goal-based financial planning for the client-advisor relationship.
Our BMO Wealth Management podcast channel, The Wealth Experience, gives you access to an expanding library of podcasts from BMO’s experts, on a range of important topics to keep you informed and help you manage your wealth with confidence.
To access The Wealth Experience, visit our megaphone page or one of these audio channels: