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108 Mental accounting: Engaging clients with bucket planning
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Content provided by BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.
Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episodes
108 Mental accounting: Engaging clients with bucket planning
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
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Manage episode 269432581 series 2390362
Content provided by BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.
Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
136 episodes
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Similar to Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
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…
continue reading
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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…
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