Better conversations.
Better outcomes.

Actionable ideas and tools to help make your next conversation a better conversation.

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About the podcast

Conversations are the foundation of the advisory business. From early in a relationship to discovery, ongoing quarterly strategy meetings, and each life stage, advisors that focus on making these conversations better conversations will lead a fulfilling, successful, and enduring practice. The Better conversations. Better outcomes. podcast seeks to enhance advisor conversations by exploring topics relevant to todays trusted financial advisors. The podcast focuses on interviews with experts and explores wealth advising from every angle.

Ben D. Jones, co-host of Better conversations. Better outcomes.

Welcome to Better conversations. Better outcomes.

Ben D. Jones, co-host of Better conversations. Better outcomes., discusses the top challenges facing advisors today and how better conversations can lead to better outcomes for advisors and their clients.

Let's keep the conversation going.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Latest Episodes

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Episode 27 : 04/19/2017 Succession planning: exit strategies for a smooth client experience

Succession planning: exit strategies for a smooth client experience 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 through life transitions and into retirement, but many advisors […]

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Episode 26 : 03/15/2017 ESG: Doing well and doing good with your portfolio

ESG: Doing well and doing good with your portfolio In this episode, we explore ESG investing, why its popularity has grown, the role it plays in a portfolio and what actions advisors can take to implement socially-responsible directives for their clients. Our guest is Ali Caffery, a Portfolio Manager at Envestnet. Envestnet is a web-based […]

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Episode 25 : 03/08/2017 Alexa, invest in fixed income

Alexa, invest in fixed income 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, invest in fixed income”, which looks at the technology and automation filtering into our lives and how parallels can be drawn to today’s fixed […]

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Notice to Canadian Residents: The information on this podcast series is not intended to be construed as an offer to sell, or a solicitation to buy or sell any products or services of any kind whatsoever including, without limitation, securities or any other financial instruments in Canada.

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