Episode 0.5 : 10/17/2016

Stop providing only investment advice

miniseries-ep-5-header

Steve Moore

President
Moore Solutions

Hosts:

Matt Smith
Managing Director
BMO Global Asset Management

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

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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.

Miniseries episode 5:
Stop providing only investment advice

In part 5 of our “Building an effective practice” miniseries with Steve Moore, we help advisors go from giving only investment advice to providing wealth management advice. Matt and Steve discuss how to conduct a deep fact-finding meeting, the different types of details you could be uncovering and how to create a financial vision for your clients. Steve Moore’s book, Ineffective Habits of Financial Advisors and the Disciplines to Break Them gives advisors actionable ideas to be more efficient while growing their practice.

In this episode:

  • What a re-fact meeting entails
  • Why you have to go back and ask questions over again to existing clients
  • The difference between fact-facts and feeling-facts
  • How to create a financial vision document
  • Making a client engagement road map

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