Better conversations.
Better outcomes.

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


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2017 WealthManagement.com Award Winner
Asset Managers: Education and Thought Leadership

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

Conversations are the foundation of the advisory business; an advisor that focuses on making their conversations better will lead a fulfilling, successful and enduring practice. The Better conversations. Better outcomes. podcast seeks to enhance conversations by exploring topics relevant to today’s trusted financial advisors, focusing on interviews with experts and exploring wealth advising from every angle.

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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 41 : 11/15/2017 Purpose-led productivity: Achieving more with less

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 attention away from your highest priorities? In this episode of Better conversations. Better outcomes., we’re joined by Mike Schmitz, host of the […]

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Episode 40 : 11/01/2017 Evolving your practice: Lessons learned from behind the camera lens

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. We’re joined by Matt Ackermann, Director of Multimedia at Investment News, to discuss change. Not the type that piles up under […]

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Episode 39 : 10/18/2017 What am I paying you for: The evolving pricing models of advice

What am I paying you for: The evolving pricing models of advice 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 of charging fees to clients – commissions, retainers, and […]

Archive

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Tax loss harvesting 11/14/2016
Women and wealth 10/19/2016
Living to 100 09/14/2016
Investor archetypes 09/12/2016

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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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