Podcasts by 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 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.
Further podcasts by Ben D. Jones and Emily Larsen with BMO Global Asset Management
Podcast on the topic Geldanlage
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128 4 enduring principles for the road ahead from 2021-10-06T03:00
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 a...
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127 Investor archetypes: Matching communications to client personalities from 2021-09-15T03:30
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 ...
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126 How to navigate changes in a retirement plan from 2021-08-25T03:30
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 emotion...
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125 When is Medicare right for me? from 2021-08-04T03:30
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’s HSA plan, socia...
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124 Managing money together: The importance of financial conversations in relationships from 2021-07-14T03:30
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 clients navigate the challenges of financial p...
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123 Building better client experiences from 2021-06-16T03:30
Clients looking for a new advisor or firm are faced with an overwhelming s...
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122 Referrals: The Holy Grail of Growth from 2021-05-26T03:30
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 consistent way to generate...
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121 Intersecting life and money: Advanced care planning from 2021-05-05T03:30
As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of li...
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120 Advisor sponsored events in a post-pandemic world from 2021-04-14T03:30
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 even hosting a wine tasting. But unfortunatel...
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119 Can I invest my IRA in this? from 2021-03-24T03:30
Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the past decade, to the point that many of these al...
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118 Winning more of your boardroom presentations from 2021-03-03T04:30
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 ways you can impro...
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117 Emergency savings: Planning for the unplannable from 2021-02-10T04:30
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 repairing a busted pipe. As such, many advis...
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116 Adapting to the changing landscape of income from 2021-01-21T04:30
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 that milestone. But ...
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115 A year like no other: The best learnings from 2020 from 2020-12-30T04:30
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 of the best learnings from the year. And ther...
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114 Framing an ESG conversation with your clients from 2020-12-16T04:30
Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that...
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113 Unlocking your vision for success from 2020-11-25T04:30
Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already hav...
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112 Real financial advice: Being a guide in a changing landscape from 2020-11-04T04:30
Volatility in the markets. A historic election. A global pandemic. 2020 has thrown us all into an interesting period of irreducible uncertainty, and now more than ever,...
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111 Help needed: Hiring an executive assistant from 2020-10-14T03:30
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 exhausting. That’s w...
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110 Five steps to effective communication from 2020-09-23T03:30
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 advisor. This has beco...
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109 Navigating family dynamics: Multigenerational wealth from 2020-09-02T03:30
Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair.
Courtn...
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108 Mental accounting: Engaging clients with bucket planning from 2020-08-12T03:30
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 you may be familia...
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107 Creativity, economics and life with Russ Roberts from 2020-07-22T03:30
For many, economics is viewed only through the lens of numbers. But what can economics teach us about planning and making life decisions?
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106 Fostering a diverse and inclusive culture from 2020-07-01T03:30
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 diversity and inclusion in the workplace wi...
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105 Turning tough conversations into better conversations from 2020-06-10T03:30
Having a tough conversation can feel like a daunting task for everyone involved. However, there are strategies you can employ to ensure a better outcome from these conv...
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104 Retirement income planning in the “new normal” from 2020-05-13T03:30
Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opport...
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103 Family conversations that should not be avoided (Sept 2016) from 2020-04-15T03:30
(Originally aired in September 2016). This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is ...
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102 Coaching clients through uncertainty from 2020-04-01T03:30
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 a spe...
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101 Low volatility investing from 2020-03-18T03:30
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. However even prior t...
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100 How to choose the right financial planning software with Michael Kitces from 2020-03-04T04:30
Finding the financial planning software that’s a fit for your practice can feel overwhelming. There are many different solutions that have various features, benefits an...
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99 Fostering success with centers of influence from 2020-02-19T04:30
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 hardest to create. Listen
98 SECURE Act: Retirement policy you can use from 2020-02-05T04:30
On December 20, 2019, President Trump signed appropriations legislation which included the passage of the SECURE Act. This legislation is broadly about increasing retir...
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97 Secrets of 2x advisors from 2020-01-22T15:15:25
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 did they do it, a...
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96 Best of 2019: Actionable ideas to take into the new decade from 2020-01-08T04:30
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 some inspiration, thi...
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95 How one advisor transformed her business off a life event from 2019-12-11T04:30
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 today’s episode, Andy Hart and Julia Carlson ...
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94 Themes from the 2019 Global Investment Forum from 2019-11-27T04:30
Every fall, BMO brings together investment strategists, economists, and leaders from across the industry to develop a medium-term outlook on the global markets. With t...
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93 Opening for business: China A-shares and a diversified portfolio from 2019-11-13T04:30
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 government has been slo...
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92 Forces shaping the future of advice with Schwab’s Bernie Clark from 2019-10-30T03:30
The independent RIA channel has had sustained growth for over two decades. The desire for independence, innovative service models and transparency has fueled rapid grow...
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91 A brave new Fed from 2019-10-16T03:30
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 income markets and wha...
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90 How advisors can influence change in client behaviors from 2019-10-02T03:30
Sometimes, simply educating people about how to save and budget isn’t enough to incentivize healthy choices with their money. There are deeper, more advanced strategies...
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89 It’s personal: The growing need for financial wellness programs from 2019-09-18T03:30
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 $400 emergency. I...
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88 Modern marketing: Components of an advisor marketing strategy from 2019-09-04T03:30
As a financial advisor, you have a lot of responsibilities in managing your clients. At times you might not even feel like you have the time and resources to shift your...
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87 The power of designations from 2019-08-21T03:30
CFP, CPA, CLU, ChFC, RICP. You likely know what these designations are, but do your clients? And how important are these designations when prospective clients choose a ...
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86 Risk management: Life insurance from 2019-08-07T03:30
Talking about life insurance as part of a financial plan isn’t always easy, but it is important. What steps can you take to ensure these difficult conversations make it...
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85 Inside the research of Morningstar from 2019-07-24T03:30
Morningstar is one of the best-known research organizations in the financial services industry. They're a company you probably interact with every week in some shape or...
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84 Becoming a local thought leader with educational workshops from 2019-07-10T03:30
The educational workshop can be an effective marketing practice and a way to provide education to your local community, helping to grow your business by creating a loya...
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83 Fanning the flame for your practice and your clients from 2019-06-26T03:30
Some advisors are doing what they’ve always wanted to do, and building practices that are incredibly fulfilling. Others might have inherited or succeeded a practice and...
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82 Modern marketing: The secrets to a successful blog from 2019-06-12T03:30
This is the latest in a series of episodes where we take you “in the trenches” with financial advisors that are using modern media strategies to build their busines...
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81 Developing the next generation of financial advisors from 2019-05-29T03:30
It’s no secret that the advisor workforce is aging, and the old ways of recruiting and retaining advisors haven’t been sufficient in meeting demand for new talent in th...
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80 The do’s and don’ts of investment policy statements from 2019-05-15T03:30
An investment policy statement is an important way to document goals and the plans to achieve them. While they are not a requirement as part of an investment plan, havi...
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79 Tax strategies to optimize your client conversations from 2019-05-01T03:30
April 15th has come and gone. And with changes to the tax code taking effect in 2018, advisors and individuals may have had a different experience than in years past. Y...
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78 Power of the pipeline: Client acquisitions strategies to grow your practice from 2019-04-17T03:30
In this episode, we explore strategies for building an effective pipeline system and improving your client acquisition efforts.
Our gue...
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77 Funding education with a 529 plan from 2019-04-03T03:30
The cost of higher education has been climbing for many years, making it harder for families to afford to send their children to college. Most advisors are familiar wit...
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76 Beyond the hype: Blockchain technology from 2019-03-20T03:30
Blockchain technology is a hot topic in the financial world. What is it, and how may this technology impact the wealth management industry in the years to come?
75 Financial considerations for families with special needs from 2019-03-06T04:30
According to a 2016 Return on Disability Group report, over 56 million people in the United States identified themselves as having a disability. This demographic, along...
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74 Talking trade: From NAFTA to USMCA from 2019-02-20T04:30
In November of 2018, the United States-Mexico-Canada Agreement, also known as USMCA, was signed as a show of intention to replace NAFTA. What does this potential new tr...
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73 Designing the best approach to conferences from 2019-02-06T04:30
Attending a conference is a great way to network, learn about the latest trends, and to just escape from your day-to-day routine. But how do you go about selecting whic...
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72 Creating more precision with life expectancy planning from 2019-01-23T04:30
As life expectancy numbers continue to increase, the need for more careful and more precise financial planning for retirement has increased with it. A startup called Ge...
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71 Congressman Mike Kelly, The Retirement Enhancement and Savings Act from 2019-01-09T04:30
The Retirement Enhancement and Savings Act of 2018, or RESA for short, is a piece of bipartisan legislation currently making its way through Congress. The legislation, ...
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70 The Better Conversations Collection: A tour of some of the best ideas from 2018 from 2019-01-02T04:30
An art museum – just like a financial advisory practice – is a place where perspective, technique and creativity are respected. And this year, we had many guests on our...
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69 The delicacy of dialogue: Helping clients talk openly about money from 2018-12-12T04:30
For some people, talking about money can be a frightening task. But being more open about money with spouses and family members – and financial advisors, too – can lead...
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68 Charitable giving: Wealth management strategies for the ultra high net worth from 2018-11-28T04:30
Charitable giving is something that touches many of our clients from large to small. For many ultra high net worth clients, philanthropic endeavors have also become a p...
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67 Live from IMPACT® 2018: A bond bear market? Bring it on! from 2018-11-14T04:30
Janelle Woodward, Head of Fixed Income at BMO Global Asset Management and prior guest on the podcast, joined Ben Jones at IMPACT® 2018 to discuss the current state of f...
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66 More room to run: A market outlook from the BMO Global Investment Forum from 2018-10-31T03:30
Last month, BMO held its annual Global Investment Forum in London, where a group of investment managers, economists and strategists discussed the key topics that will drive the economy and marke...
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65 Modern marketing: Writing a book from 2018-10-17T03:30
Writing a book on financial topics can establish you and your practice as a thought leader in your field and as an authority within your network or sphere of influence. And if it’s done well, it...
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64 Health savings accounts: A strategic retirement tool? from 2018-10-03T03:30
With the cost of health care steadily rising across America, planning for this expense has become a focal point in many financial plans. Investors and their advisors are turning to HSAs, or heal...
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63 How a high EQ can lead to sales success from 2018-09-19T03:30
Your IQ, your intellect and your hard skills get you in the door with clients and prospects. Keeping in tune with your clients over time is another task in itself, requiring you to leverage your...
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62 To claim or not to claim? The Social Security question from 2018-09-05T03:30
Determining a Social Security strategy can be one of the most complicated processes that people across the U.S. face as they reach retirement. Clients will be looking for guidance on when to cla...
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61 Overcoming client objections from 2018-08-22T03:30
Objection handling is a communication skill that many financial advisors struggle with – whether it’s with recommendations for existing clients or prospective clients d...
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60 It’s all about the income: Insights from the BMO Credit Forum from 2018-08-08T03:30
The credit forum is an annual event held by BMO’s fixed income teams, where credit analysts from around the globe discuss the current environment and prepare for upcomi...
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59 Defining outcomes with factor-based investing from 2018-07-25T03:30
Factor-based investing approaches may have some advantages for advisors, like diversifying client portfolios without adding a lot of costs, providing low correlation, a...
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58 Behind the curtain: Securities lending in mutual funds from 2018-07-11T03:30
Many mutual funds provide investors the potential for added return by loaning the underlying stocks, bonds and other securities in the fund. The added revenue from thes...
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57 Escape the index: High-conviction investing from 2018-06-27T03:30
Recently, some investors and advisors have thrown in the towel on active management and are questioning if there is still a place for it in portfolios. According to a r...
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56 Money mindset: Using behavioral economics to help investors succeed from 2018-06-13T03:30
Traditional economic theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. But behavioral economic theory ...
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55 Modern marketing: From pro surfer to 401(k) YouTube personality from 2018-05-30T03:30
This is the second in a series of episodes where we will take you “in the trenches” with financial professionals that are using different modern media strategies to build their businesses. Listen
54 Money mindset: When clients go through cognitive decline from 2018-05-16T03:30
This is the third of four episodes where we’ll explore the “money mindset” of some unique groups that advisors serve.
One of ...
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53 Leadership is learned: Leading your practice to better productivity and client engagement from 2018-05-02T03:20:24
Leadership in the workplace used to be largely about people management. In today’s workplace, being an effective leader involves so much more. Where should you be putt...
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52 Creating a lasting impact through financial education and mentorship from 2018-04-18T03:30
As financial professionals, we think about objectively managing finances almost every day. But for many, a lack of financial education makes this a difficult and intimidating task.
In thi...
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51 Money mindset: Advising millennials from 2018-04-04T03:30
This is the second of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve.
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50 MiFID II: European regulations with global implications from 2018-03-21T03:30
Phase two of MiFID, or the Market in Financial Instruments Directive, went into effect in the European Union on January 3, 2018. The regulation aims to provide greater ...
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49 Money mindset: Suddenly single from 2018-03-07T04:30
This is the first of four episodes over the year where we’ll explore the “money mindset” of some unique groups that advisors serve.
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48 Modern marketing: How one financial advisor’s podcast created surprising results from 2018-02-21T04:30
This is the first in a series of episodes in 2018 where we will take you “in the trenches” with financial advisors that are using different modern media strategies to build their businesses....
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47 Rise of the quants from 2018-02-07T04:30
Over the past couple of years, quantitative investing has made a resurgence, though for many advisors, there are still more questions than answers. How do I evaluate a ...
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46 Complex situations, personalized approaches: Managed accounts from 2018-01-24T04:30
The average household is managing nine accounts as they head towards retirement. Many participants are busy dealing with life’s complexities; they don’t have the will, skill or time to manage th...
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45 Deciphering tax reform: Takeaways for advisors from 2018-01-10T04:30
On December 22, 2017, President Trump signed the much debated tax reform bill into law. Its impact will undoubtedly reach all corners of the wealth management industry – for individuals and corp...
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44 Longer lasting than your gym resolution: Enduring ideas for the New Year from 2017-12-27T04:30
Throughout 2017, our guests on the Better conversations. Better outcomes. podcast brought many new ideas for financial advisors to leverage in their practice. Before 2018 kicks off, Ben...
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43 Protecting your practice: A cybersecurity roundtable from 2017-12-13T04:30
After numerous highly publicized data breaches and hacks this year, the subject of cybersecurity has been top-of-mind in all industries. We met up with four cybersecurity experts at IMPACT® 2017...
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42 Looking ahead: 2018 Five-Year Outlook from 2017-11-29T04:30
On November 21, 2017, BMO Global Asset Management released the 2018 Global Investment Forum: Five-Year Outlook, the final product of a two day forum held with a group of BMO’s international inve...
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41 Purpose-led productivity: Achieving more with less from 2017-11-15T04:30
Be honest. When you look back at your workday, or your workweek, did you achieve everything you wanted to? Did the important things get done? Were there things you allowed to distract your...
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40 Evolving your practice: Lessons learned from behind the camera lens from 2017-11-01T03:30
You’ve built a successful practice. But times have changed, and your practice likely needs to adjust in order to continue growing. The key? Let go and be willing to evolve in order to thrive. Listen
39 What am I paying you for: The evolving pricing models of advice from 2017-10-18T03:30
Change is on the horizon when it comes to fee structures, and this has many advisors and advisory firms at a crossroads. Today’s episode is all about how advisors should think about the topics o...
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38 BRIC and mortar: building long-term outcomes with emerging markets from 2017-10-04T05:27:10
For many, emerging and frontier markets are nothing more than a misunderstood high risk, high reward slice of a well-diversified portfolio. Our guest in this episode helps explain that the oppor...
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37 Happily never after: Advising clients through a divorce from 2017-09-20T03:30
Going through a divorce is a stressful and emotional endeavor. For many, it’s also the single largest financial event they will experience in their life. Yet, many people don’t receive the prope...
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36 Finding opportunities in 403(b) and other tax-exempt plans: a conversation with OneAmerica’s Kevin Kidwell from 2017-09-06T03:30
The tax-exempt retirement plan market is large and widely underserved. In the U.S., there are tens of thousands of health care and social services organizations, governments, churches, and priva...
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35 Goals-based advice for client-based outcomes from 2017-08-23T03:30
Industries around the world have noticed a shift in power from companies to consumers, and the financial industry is no different. Consumers – your clients – are in the driver’s seat of industry...
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34 The advisor’s guide to buying or selling a practice from 2017-08-09T03:30
There are many reasons that advisors might think about selling their practice, and just as many reasons that others might be interested in buying it. In this episode, we’re talking to David Grau...
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33 Managing wealth for same-sex couples from 2017-07-26T03:30
In this episode, we look at the unique financial challenges facing same-sex couples and how as an advisor, you can be better prepared to serve a non-traditional set of life circumstances. Of cou...
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32 CRM2 and the rise of fee-based advising in Canada from 2017-07-12T03:30
In this episode, we dive into an initiative that has shaken up the investment advisory industry in Canada – CRM2. This topic is especially helpful for our listeners who do business north of the ...
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31 PR to power your practice from 2017-06-14T03:30
Public relations in today’s media landscape takes on a number of forms, and advisors that know how to leverage these channels are solidifying their reputation within their markets. From traditio...
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30 Boomerang marketing with Tim Reid from 2017-05-31T03:30
Tim Reid is our guest on this episode, he’s the host of Australia’s most popular business podcast, called The Small Business Big Marketing Show. Today, he’s going to show us how financial adviso...
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29 Tax and policy implications for tax free fixed income from 2017-05-17T03:30
How will proposed US tax and spending policies impact tax free investors this year or in the future? On today’s show, we take a look at the municipal bond market in the US and three major areas ...
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28 Launch planning: navigating the financial needs of children from 2017-05-03T03:30
It’s one of the key milestones in life, and a time of happiness tinged with sadness – when a child leaves home and launches into adulthood. Unfortunately, this life changing event is occurring l...
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27 Succession planning: exit strategies for a smooth client experience from 2017-04-19T03:30
Human beings are bad at planning for the end; the end of a career, the end of a business, the end of a life and financial advisors are no different. Advisors are experts at helping their clients...
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26 ESG: Doing well and doing good with your portfolio from 2017-03-15T03:30
On today’s episode, we’ll explore why ESG investing is an emerging topic, what role it plays in a portfolio, and what actions advisors can take to implement ESG with their clients. Our guest is ...
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25 Alexa, invest in fixed income from 2017-03-08T04:30
Janelle Woodward, President and Senior Portfolio Manager at TCH, joins the podcast to discuss passive fixed income investing implications. Janelle recently co-authored an article titled “Alexa, ...
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24 Now what? Fred Reish on the future of DOL’s fiduciary rule from 2017-02-21T22:29:14
Today we’re exploring the Fiduciary Duty Rule, also known as the Conflict of Interest rule, put forth by the Department of Labor under the Obama Administration last year. We’re also discussing t...
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23 Inside look at the strategies of the most successful advisors from 2017-02-15T04:30
Our guest in this episode is Steve Sanduski – founder of Belay Advisor, a financial advisor coaching and consulting company. Steve has distilled his knowledge from interviewing and working with ...
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22 International investing themes for 2017 and beyond from 2017-02-01T04:30
Our guest today is Tony Cousins, the Chief Executive and Chief Investment Officer of Pyrford International. Tony authored a paper concerning International investment themes in 2017 and beyond, a...
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21 Helping clients determine who will be their caregiver from 2017-01-23T04:30
Today we explore caregiving from the perspective of those that receive the care, those that become caregivers, and advisors who help their clients navigate this path. We welcome back two expert ...
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20 Health wealth connection: making the connection tangible from 2017-01-17T04:30
Our topic today is around the connection between health and wealth for retirement plan participants. In this episode, we’ll provide a different perspective on health in retirement, helping advis...
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19 The best learnings of 2016 from 2017-01-09T04:30
As we enter the new year, we look back on the key learnings from our inaugural year of the Better conversations podcast. In this episode, hosts Ben D. Jones and Matt Smith reflect on their...
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18 The risky business of risk assessment from 2016-12-21T04:30
In this episode, Matt Smith talks with Michael Guillamette, Professor of Personal Financial Planning at the University of Missouri. The topic is risk tolerance. They discuss the details of condu...
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17 The 5 year outlook from 2016-12-12T04:30
BMO Global Asset Management hosts an Annual Global Investment forum that brings together BMO’s international investment leaders and strategists, as well as select outside experts, to discuss and...
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16 Peeling back the onion: fund fees from 2016-12-05T04:30
Over the last 3 years, mutual fund fees have become one of those hot button issues that drive a lot of conversations in the US financial industry. Given the complex nature of prospectuses and th...
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15 Live from Schwab Impact from 2016-11-30T04:30
Schwab IMPACT, an annual conference put on by Charles Schwab, brings together some of the brightest and most successful independent wealth advisors in the industry. At this year's confere...
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14 Create, curate and connect: social media for advisors from 2016-11-28T04:30
Our topic today is social media – how to use it effectively as a financial advisor, why employing social media strategy is important, and some mistakes to avoid before you send out that first tw...
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13 Tax loss harvesting from 2016-11-14T04:30
Today, we’re talking to Kathy Howe-Hrach, a Financial Planner with BMO, about tax loss harvesting. What is tax loss harvesting? How can investors and advisors use this technique to harvest losse...
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11 The art of communication from 2016-11-02T03:30
On today’s episode, we talk with author, artist, columnist, and certified financial planner Carl Richards. His New York Times column Sketch Guy has become famous in the financial advising commun...
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Start selling through clients from 2016-10-31T03:30
In the eighth and final part of our “Building an effective practice” miniseries with Steve Moore, we’re talking about marketing. How do you successfully market your services? According to Steve,...
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Team approach vs. rainmaker approach from 2016-10-26T03:30
In part 7 of our “Building an effective practice” miniseries with Steve Moore, we’re talking about the team approach versus the rainmaker approach. What is the rainmaker approach and why is it o...
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Deliver WOW client reviews from 2016-10-24T03:30
In part 6 of our “Building an effective practice” miniseries with Steve Moore, we discuss WOW client reviews. What is a WOW client review? Which of your clients should you offer this kind of ser...
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10 Women and wealth from 2016-10-19T03:30
Today we discuss women and wealth with Kristin Gibson, a Managing Director at Charles Schwab Investment Management and an expert in the field of women investors. We discuss how financial advisor...
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Stop providing only investment advice from 2016-10-17T03:30
In part 5 of our “Building an effective practice” miniseries with Steve Moore, we discuss how to go from giving only investment advice to providing wealth management advice. Matt and Steve discu...
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9 Guiding the social and environmentally conscious investor from 2016-10-12T03:30
Socially Responsible Investing (SRI) is gaining traction in the United States and around the world, as more investors seek to align their personal beliefs regarding environmental, social and mor...
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Stop hoarding unprofitable clients from 2016-10-10T03:30
In part 4 of our “Building an effective practice” miniseries with Steve Moore, we discuss the often uncomfortable topic of how to disengage with unprofitable clients, the value of referrals, and...
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8 Custom target date funds: is the juice worth the squeeze? from 2016-10-07T03:30
In this episode, Ben Jones sits down with Phillip Chao of Chao & Company in Washington DC. Philip delves more into the concept of using Custom QDIA or Qualified Default Investment Alternative in...
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Focus on quality clients from 2016-10-03T07:00
In part 3 of our miniseries on building an effective practice, Steve Moore covers the second chapter of his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them, in w...
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7 Fixed income: the way forward from 2016-09-30T07:00
In this episode, we’re exploring fixed income and the current landscape of bonds and other fixed income instruments. We’ll discuss the challenges that this sector has faced in recent years and i...
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6 Family conversations that should not be avoided from 2016-09-28T07:00
This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is Dr. Amy D’Aprix , BMO Financial Group’...
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Start living your dream from 2016-09-26T07:00
In part 2 of our miniseries on building an effective practice, Steve Moore discusses the first habit in his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them. Matt...
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5 Creating a client's retirement game plan from 2016-09-23T07:00
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, retireme...
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4 Telling your story: components to creating a compelling message from 2016-09-21T07:00
Telling your story and creating your message; these are important “big picture” parts of any advising business. But have you spent time intentionally crafting your story? Having a message that c...
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Building an effective practice featuring Steve Moore from 2016-09-19T07:00
In part 1 of our miniseries on building an effective practice, Steve Moore discusses the seven habits in his book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them. Mat...
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3 Alternative investments: exploring the opportunities from 2016-09-16T07:00
The category of alternative investments includes a wide-variety of investments that typically don’t fit into the traditional asset classes of stock, bonds and cash. It can be a very important pa...
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2 Living to 100: helping make your clients' retirement years truly golden from 2016-09-14T07:00
Financial advisors spend most of their time helping their clients plan financially for retirement, but what are the other areas they can be helping their clients consider to improve their qualit...
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1 Investor archetypes: tailoring your communication to match your clients' personality from 2016-09-12T06:00
Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their investment portfolios. In Episode 1, we explore how financial advisors can use pers...
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