Better conversations. Better outcomes. | Presented by BMO Global Asset Management

著者: Ben D. Jones and Emily Larsen with BMO Global Asset Management
  • サマリー

  • 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 topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today. Make your next conversation a better conversation. Learn more at bmogam.com/betterconversations.
    © Copyright 2016-2020 | BMO Global Asset Management
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あらすじ・解説

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 topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today. Make your next conversation a better conversation. Learn more at bmogam.com/betterconversations.
© Copyright 2016-2020 | BMO Global Asset Management
エピソード
  • 128 4 enduring principles for the road ahead
    2021/10/06

    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 providing all of you with some actionable ideas and learnings that might be helpful for your practice on the road ahead. We'll share stories and memorable experiences with you and identify several enduring principles that our guests helped us uncover to help you shape the future that you want to create.

    Thank you to all of our guests and listeners for five great years. We hope that you continue to access, use, and revisit these episodes, and most importantly, put them to work to have better conversations and better outcomes in your practice, your portfolios, and your financial planning.

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    50 分
  • 127 Investor archetypes: Matching communications to client personalities
    2021/09/15

    This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of this milestone, we're going to throw back to our first episode.

    Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their investment portfolios. In this episode, we explore how financial advisors can use personality archetypes to create better connections with their clients. How can you better communicate with investors who might feel that their advisor should have foreseen change in the markets?

    In this episode, Matt Smith lays out four investor archetypes, each with their own set of personality attributes: Guardians, Artisans, Idealists and Rationals. This episode details each of the archetypes and how you as a financial advisor can best cater to your clients’ personalities.

    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

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    28 分
  • 126 How to navigate changes in a retirement plan
    2021/08/25

    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 heightened emotional state, either positive or negative. As a financial advisor, helping to meet your clients on level ground and produce a positive outcome from this change is key to your, and your client’s, success.

    Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives. Ross will provide examples of these scenarios and discuss his series of four questions to answer before working towards a next-steps financial decision.

    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

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    34 分

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