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

BCBO Buy Sell Practice Banner
Episode 34 : 08/09/2017 The advisor’s guide to buying or selling a practice

The advisor’s guide to buying or selling a practice 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 Sr., the President and Founder of FP Transitions, about how to buy or […]

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Episode 33 : 07/26/2017 Managing wealth for same-sex couples

Managing wealth for same-sex couples 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 course, working with same-sex clients is largely no different than working with any other group of clients, but […]

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Episode 32 : 07/12/2017 CRM2 and the rise of fee-based advising in Canada

CRM2 and the rise of fee-based advising in Canada 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 border, but the overarching theme of the episode, which is applicable to […]

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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