Episode 19 : 01/09/2017

The best learnings of 2016

podcast-best-of

Featuring a variety of guests from past episodes

Hosts:

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

Matt Smith
Managing Director
BMO Global Asset Management

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.

The best learnings of 2016

As we enter the new year, we look back on the key learnings from our inaugural year of the Better conversations podcast. In this episode, hosts Ben D. Jones and Matt Smith reflect on their top 10 learnings from 2016 and what to expect in the episodes to come.

While 2017 will have its share of uncertainty in the financial markets and political landscape, we’re here to help you with the things you can control – having better conversations with your clients. We hope the Ideas we provide for your portfolios and your practice by giving you access to industry experts and your peers will help you achieve better outcomes.

Top learnings discussed in this episode:

10. The value of tailoring communication styles to the individual client
Episode 1.1: Investor archetypes
Episode 1.10: Women and wealth

9. How technology is impacting the industry
Episode 1.8: Custom target date funds

8. The different approaches to socially conscious investing
Episode 1.9: Guiding the social and environmentally conscious investor

7. How to find your purpose as an advisor
Episode 1.15: Live at the Schwab IMPACT Conference
Episode 1.4: Telling your story

6. The role of women in wealth management
Episode 1.10: Women and wealth

5. Why we have to remember quality of life in retirement
Episode 1.2: Living to 100
Episode 1.5: Creating a client’s retirement game plan

4. How to transition from providing investment advice to wealth management
Miniseries episode 5: Stop providing only investment advice

3. Simplify communications – speak to the human in your audience
Miniseries episode 6: Deliver WOW client reviews
Episode 1.11: The art of communication
Episode 1.14: Create, curate and connect: social media for advisors

2. How to build a more valuable practice
Building an effective practice miniseries

1. Understanding the intersection of emotions and money
Episode 1.6: Family conversations that should not be avoided

 

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