126 episodes

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.

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

    • Investing
    • 4.8 • 66 Ratings

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.

    118 Winning more of your boardroom presentations

    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 ways you can improve your chances of success before you even walk in the door.  
    Randy Fuss joins the podcast to help you take full advantage of your opportunities in front of a board, including ways in which you can understand the motivations and dynamics of the room by doing some homework beforehand.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 34 min
    117 Emergency savings: Planning for the unplannable

    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 repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.
    Peter Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses. Plus, he also discusses how his team has developed an after-tax emergency savings plan that starts in the workplace through paycheck deduction.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 32 min
    116 Adapting to the changing landscape of income

    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 that milestone. But what happens if what you've been planning for changes right before the goal line? We're seeing that today in the world of retirement income.
    Derek Sasveld and Scott Kimball return to the podcast to talk about the actionable strategies you can take to combat this shift in the income landscape, creating a better outcome in retirement for your clients.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 37 min
    115 A year like no other: The best learnings from 2020

    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 of the best learnings from the year. And there were many!
    Ben and Emily are joined by Nate Stading for a discussion on the key takeaways from the podcast in 2020, including how the pandemic has shifted the way financial advisors should analyze plans, portfolios and their practice heading into 2021 and beyond.
    Thank you to all of our guests that joined the podcast for the first time or returned to the podcast this year. Your insights are helping advisors around the world drive better outcomes for their clients.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 44 min
    114 Framing an ESG conversation with your clients

    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 are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surrounding environmental, social and governance (ESG) investing?
    Kristi Mitchem, BMO Global Asset Management’s CEO, joins the podcast to discuss the impact that ESG investing can have on client portfolios, both to align with your client’s beliefs as well as meet their financial goals. Plus, she shares new proprietary research that can help you and your clients discover the role that ESG can play in their long-term strategies.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 28 min
    113 Unlocking your vision for success

    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 clients you already have consumes all your capacity.
    Bill Whitehead joins the podcast to discuss how to ensure you don’t lose sight of your vision of success. Topics include strategic planning and the benefits of having a coach by your side to help you execute on your plans for the years ahead.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 35 min

Customer Reviews

4.8 out of 5
66 Ratings

66 Ratings

petaadv ,

My favorite

This is my go to podcast for ideas to improve my business and help my clients.

bwcmilwaukee ,

Great podcast for advisors and anyone interested in investing!

Thanks!

LeslieW10 ,

Such valuable information

The ideas in this podcast sparked great conversations for my family which have helped us to talk through difficult topics around death that can be so awkward to have. Thank you!

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