Episode 44 : 12/27/2017

Longer lasting than your gym resolution: Enduring ideas for the New Year

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Ben D. Jones & Emily Larsen

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Product Strategy Manager
BMO Global Asset Management

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Throughout 2017, our guests on the Better conversations. Better outcomes. podcast brought many new ideas for financial advisors to leverage in their practice. Before 2018 kicks off, Ben and Emily take a look back at the best lessons we learned this year to set up your better conversations in 2018 and beyond.

 

In this episode

Three strategic questions heading into 2018:

  • What things should I be putting on my “stop doing” list, and why?
  • If you couldn’t fail, what would you do differently with your sales and marketing strategy?
  • Is your fee structure aligned with your business value proposition?

Three ways to elevate the client experience:

  • Pay attention to transitions, both in life and with your practice, too
  • Don’t forget the little things, because they can be a big deal
  • Consider short-termism as part of a long-term plan

Three sticky-note themes or ideas:

  • Live your brand
  • Be over prepared
  • Get uncomfortable

 

A big thank you to this year’s guests

Hugh O’Toole, Senior Vice President, MassMutual
Listen: Health wealth connection: making the connection tangible

Dr. Amy D’Aprix, Life Transitions Expert, BMO Financial Group
Dr. Alexis Abramson, Author & Speaker
Listen: Helping clients determine who will be their caregiver

Tony Cousins MA (Hons), CFA®, CEO & CIO, Pyrford International
Listen: International investing themes for 2017 and beyond

Steve Sanduski, CFP®, President, Belay Advisor
Listen: Inside look at the strategies of the most successful advisors

Fred Reish, Partner, Law Firm of Drinker, Biddle & Reath
Listen: Now what? Fred Reish on the future of DOL’s fiduciary rule

Janelle Woodward, CFA®, President & Senior Portfolio Manager, Taplin, Canida & Habacht
Listen: Alexa, invest in fixed income

Ali Caffery, Associate Portfolio Manager, Envestnet
Listen: ESG: Doing well and doing good with your portfolio

Robert Goff, Vice President, Succession and Acquisition Consulting, Raymond James
Listen: Succession planning: exit strategies for a smooth client experience

Dina Renee Weiss, Chief Investment Officer & Financial Planner, Lighthouse Financial Group
Listen: Launch planning: navigating the financial needs of children

Rob Wimmel, Head of Municipal Fixed Income & Portfolio Manager, BMO Global Asset Management
Listen: Tax and policy implications for tax-free fixed income

Tim Reid, Host and Author, “The Small Business Big Marketing Show”
Listen: Boomerang marketing with Tim Reid

Melissa Murphy, Partner & Vice President, SunStar Strategic
Listen: PR to power your practice

Jordan Lee, Regional Sales Manager, BMO Global Asset Management
Listen: CRM2 and the rise of fee-based advising in Canada

Julia Peloso-Barnes, Wealth Advisor, Morgan Stanley Wealth Management
Listen: Managing wealth for same-sex couples

David Grau, Sr., President and Founder, FP Transitions
Listen: The advisor’s guide to buying or selling a practice

Rebecca Jacques, General Manager, Association of Goals Based Advice
Listen: Goals-based advice for client-based outcomes

Kevin Kidwell, VP, National Tax Exempt Sales, OneAmerica
Listen: Finding opportunities in 403(b) and other tax-exempt plans

Carol Lee Roberts, General Manager, Institute for Divorce Financial Planning
Listen: Happily never after: Advising clients through a divorce

Thomas Vester, CFA®, Chief Investment Officer and Portfolio Manager, LGM Investments
Listen: BRIC and mortar: Building long-term outcomes with emerging markets

John Anderson, Managing Director, Practice Management Solutions, SEI Advisor Network
Listen: What am I paying you for: The evolving pricing models of advice

Matt Ackerman, Director of Multimedia, InvestmentNews
Listen: Evolving your practice: Lessons learned from behind the camera lens

Mike Schmitz, Product Director, Asian Efficiency
Listen: Purpose-led productivity: Achieving more with less

Jon Adams, CFA®, Senior Investment Strategist & Portfolio Manager, BMO Global Asset Management
Listen: Looking ahead: 2018 Five-Year Outlook

Sten Hoidal, Chair, Data Protection & Cybersecurity, Frederickson & Byron
Paul Ewing, Senior Technology Consultant, Charles Schwab and Co., Inc
Sandy Smalley-Fleming, Co-Chair, Investment Management & Securities Litigation, Frederickson & Byron
Jake Omann, Management Liability Consultant, Associated Benefits and Risk Consulting
Listen: Protecting your practice: A cybersecurity roundtable

 

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Transcript

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