119 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

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.

    111 Help needed: Hiring an executive assistant

    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 exhausting. That’s where an executive assistant, or EA for short, can come in to provide you with better leverage for your time and results for your business.
     
    Blake Stratton joins the podcast to share behind-the-scenes insights into how to hire, work with and delegate to a world-class executive assistant. You may think you can’t afford to hire, but you might learn you can’t afford not to hire an EA for you and your practice.
     
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations

    • 26 min
    110 Five steps to effective communication

    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 advisor. This has become even more pronounced with the COVID-19 pandemic, as many of these conversations have moved into the digital realm.
    Joel Weldon, creator of the Ultimate Speaking System, joins the podcast to share his insights from doing over 3,000 speeches, along with some of the tools that he uses to help make concise, clear presentations that connect with an audience of any size.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 45 min
    109 Navigating family dynamics: Multigenerational wealth

    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 joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find success in this area of wealth management.
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations

    • 33 min
    108 Mental accounting: Engaging clients with bucket planning

    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 you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.
    Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan. 
    For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

    • 30 min
    107 Creativity, economics and life with Russ Roberts

    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?
     
    Russ Roberts joins the podcast to discuss the intersection of economics and life. From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.

    • 35 min
    106 Fostering a diverse and inclusive culture

    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 diversity and inclusion in the workplace with a desire to improve and understand.
    Fellicia Foster is the U.S. Head of Diversity & Inclusion for BMO. Fellicia discusses how a diverse, inclusive culture can lead to tangible benefits for your practice, including higher performance from your team and a better understanding of your customers.
    For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/fostering-a-diverse-and-inclusive-culture/?utm_source=Vanity%20URL&utm_medium=podcast%20platform

    • 37 min

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