Better conversations. Better outcomes. | Presented by BMO Global Asset Management
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Better conversations. Better outcomes. | Presented by BMO Global Asset Management
In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring top...
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136 bölüm
128 4 enduring principles for the road ahead
After five years and 136 episodes, it is time to say goodbye.
In our last episode, we wanted to continue where we started this journey by provid...
127 Investor archetypes: Matching communications to client personalities
This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of this milestone, we're going to th...
126 How to navigate changes in a retirement plan
The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of...
125 When is Medicare right for me?
Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client...
124 Managing money together: The importance of financial conversations in relationships
A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help cl...
123 Building better client experiences
Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice apart is by giving a lot of thou...
122 Referrals: The Holy Grail of Growth
Referrals tend to have high conversion rates and lower costs, but often they seem a bit elusive and sometimes random. Is there a better, more consiste...
121 Intersecting life and money: Advanced care planning
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the i...
120 Advisor sponsored events in a post-pandemic world
Before last year's COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or e...
119 Can I invest my IRA in this?
Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the past decade, to the point tha...
118 Winning more of your boardroom presentations
You’ve done a lot of work to get a presentation in the boardroom, and you have one opportunity to make an impression and earn their trust. There are...
117 Emergency savings: Planning for the unplannable
The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or...
116 Adapting to the changing landscape of income
Retirement is, for many, the culmination of their life's work. As their financial advisor, you've been helping your clients strategize and plan for th...
115 A year like no other: The best learnings from 2020
2020 was a year with very few normal moments. Despite the uncertainty that the pandemic provided, we continue the tradition of providing you a recap o...
114 Framing an ESG conversation with your clients
Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients...
113 Unlocking your vision for success
Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clien...
112 Real financial advice: Being a guide in a changing landscape
Volatility in the markets. A historic election. A global pandemic. 2020 has thrown us all into an interesting period of irreducible uncertainty, and n...
111 Help needed: Hiring an executive assistant
Many of you have succeeded in your practice by wearing multiple hats. But playing the part of CEO, CMO, COO and advisor all at the same time can be ex...
110 Five steps to effective communication
Whether speaking at an event, in a group, or a one-on-one with a client, communicating effectively is a critical part of your role as a financial advi...
109 Navigating family dynamics: Multigenerational wealth
Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Courtney Pullen...
108 Mental accounting: Engaging clients with bucket planning
A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept...
107 Creativity, economics and life with Russ Roberts
For many, economics is viewed only through the lens of numbers. But what can economics teach us about planning and making life decisions?
106 Fostering a diverse and inclusive culture
Diversity and inclusion in the workplace is an important component to the success of your firm. In this episode, we’ll discuss ways to openly approach...
105 Turning tough conversations into better conversations
Having a tough conversation can feel like a daunting task for everyone involved. However, there are strategies you can employ to ensure a better outco...
104 Retirement income planning in the “new normal”
Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the ph...
103 Family conversations that should not be avoided (Sept 2016)
(Originally aired in September 2016). This episode centers around family conversations that should happen when investors are planning for their estate...
102 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 conversa...
101 Low volatility investing
The longest bull market in history has come to an end. The coronavirus, combined with oil markets, started the correction in late February of 2020. Ho...
100 How to choose the right financial planning software with Michael Kitces
Finding the financial planning software that’s a fit for your practice can feel overwhelming. There are many different solutions that have various fea...
99 Fostering success with centers of influence
What if you could have advocates in your target market promoting your brand? Word-of-mouth marketing has one of the highest ROI’s but is one of the ha...
98 SECURE Act: Retirement policy you can use
On December 20, 2019, President Trump signed appropriations legislation which included the passage of the SECURE Act. This legislation is broadly abou...
97 Secrets of 2x advisors
At the Excel 401(k) conference in October 2019, we heard from a panel of advisors who managed to double their business in a relatively short time. How...
96 Best of 2019: Actionable ideas to take into the new decade
Our guests in 2019 came armed with invaluable lessons for your practice and your clients alike. If you’re new to the podcast or simply looking for som...
95 How one advisor transformed her business off a life event
Status quo can be a hard thing to break away from. For one advisor, it was a life event that turned into a springboard for transformation.
In to...
94 Themes from the 2019 Global Investment Forum
Every fall, BMO brings together investment strategists, economists, and leaders from across the industry to develop a medium-term outlook on the globa...
93 Opening for business: China A-shares and a diversified portfolio
Over the last year, China’s equity markets gained greater global presence when China-A shares were listed on the MSCI and FTSE indices. Yet, the gover...
92 Forces shaping the future of advice with Schwab’s Bernie Clark
The independent RIA channel has had sustained growth for over two decades. The desire for independence, innovative service models and transparency has...
91 A brave new Fed
What does an inverted yield curve tell us? And how much should we plan for a recession? In this episode, we dive into current events in the fixed inco...
90 How advisors can influence change in client behaviors
Sometimes, simply educating people about how to save and budget isn’t enough to incentivize healthy choices with their money. There are deeper, more a...
89 It’s personal: The growing need for financial wellness programs
78% of Americans are living paycheck to paycheck, 43% of student loan borrowers are not making payments and nearly half of all employees can’t cover a...