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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.
Ben Jones, host of Better conversations. Better outcomes., continues the conversation with additional ideas to power your practice and exclusive, behind-the-scenes content. Sign up below for the Better Conversations Newsletter.
Thank you for your interest. We look forward to helping enhance your client conversations.
Thank you for your interest. We look forward to helping enhance your client conversations.
Many mutual funds provide investors the potential for added return by loaning the underlying stocks, bonds and other securities in the fund. The added revenue from these activities can make a difference in a fund’s return, but the concept of securities lending is often misunderstood. Chris Kunkle, Head of Securities Lending at BMO Global Asset […]
Recently, some investors and advisors have thrown in the towel on active management and are questioning if there is still a place for it in portfolios. According to a recent research paper, high-conviction equity managers may still add value in terms of return potential and risk mitigation. We’re joined by the authors of the paper, […]
This is the final of four episodes where we’ll explore the “money mindset” of some unique groups that advisors serve. Traditional economic theory tells us that humans are generally rational beings and that they make decisions from an optimal perspective. But behavioral economic theory takes into account what we know to be true: that humans […]
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.
Get additional ideas to power your practice, as well as exclusive, behind-the-scenes content from host Ben Jones. Sign up below for our Better Conversations Newsletter to make your next conversation a better conversation.
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