113 Unlocking your vision for success

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

#Business #Trading #MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Financial Advisors

13:44

Legendary actor and mental health advocate Glenn Close is on a quest to change how we think about mental health, starting with her decision to speak out about her own family's struggles — a brave choice considering the stigma that pervades the topic. This week, we're revisiting this sweeping conversation with TEDWomen curator Pat Mitchell, where Close shares the inspiration behind the advocacy group she founded to combat the crisis, underscoring the transformative power of community and the critical need for comprehensive mental health care systems. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at https://ted.com/join Hosted on Acast. See acast.com/privacy for more information.…

5 years ago 35:10

MP3•Episode home

Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity.

Bill Whitehead joins the podcast to discuss how to ensure you don’t lose sight of your vision of success. Topics include strategic planning and the benefits of having a coach by your side to help you execute on your plans for the years ahead.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

136 episodes

113 Unlocking your vision for success

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

13 subscribers

published 5 years ago

MP3•Episode home

Being a great advisor requires coaching people toward their financial aspirations. However, many advisors reach a plateau, where focusing on the clients you already have consumes all your capacity.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

136 episodes

#Business #Trading #MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Financial Advisors

All episodes

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
128 4 enduring principles for the road ahead 50:18

4 years ago50:18

50:18

After five years and 136 episodes, it is time to say goodbye. In our last episode, we wanted to continue where we started this journey by providing all of you with some actionable ideas and learnings that might be helpful for your practice on the road ahead. We'll share stories and memorable experiences with you and identify several enduring principles that our guests helped us uncover to help you shape the future that you want to create. Thank you to all of our guests and listeners for five great years. We hope that you continue to access, use, and revisit these episodes, and most importantly, put them to work to have better conversations and better outcomes in your practice, your portfolios, and your financial planning.…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
127 Investor archetypes: Matching communications to client personalities 27:44

4 years ago27:44

27:44

This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of this milestone, we're going to throw back to our first episode. Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their investment portfolios. In this episode, we explore how financial advisors can use personality archetypes to create better connections with their clients. How can you better communicate with investors who might feel that their advisor should have foreseen change in the markets? In this episode, Matt Smith lays out four investor archetypes, each with their own set of personality attributes: Guardians, Artisans, Idealists and Rationals. This episode details each of the archetypes and how you as a financial advisor can best cater to your clients’ personalities. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
126 How to navigate changes in a retirement plan 33:57

4 years ago33:57

33:57

The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of heightened emotional state, either positive or negative. As a financial advisor, helping to meet your clients on level ground and produce a positive outcome from this change is key to your, and your client’s, success. Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives. Ross will provide examples of these scenarios and discuss his series of four questions to answer before working towards a next-steps financial decision. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
125 When is Medicare right for me? 27:13

4 years ago27:13

27:13

Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll? Peter Stahl returns to the podcast to discuss planning for retirement with means-testing and taxable income in mind. He helps us break down the Medicare program, explain the pros and cons for enrolling in Medicare when eligible, and emphasize the importance of building sources of tax-free wealth before retirement. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
124 Managing money together: The importance of financial conversations in relationships 36:39

4 years ago36:39

36:39

A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help clients navigate the challenges of financial planning, even in the context of love and relationships. Vonny Carrington joins the podcast to share many actionable insights for advisors to use with couples at any stage of a relationship, from engagement to moving in together, to marriage, divorce and even widowhood. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
123 Building better client experiences 35:20

4 years ago35:20

35:20

Clients looking for a new advisor or firm are faced with an overwhelming set of options. One way to set your practice apart is by giving a lot of thought to developing an intentional client experience. Our guest today is Angie Herbers, Managing Partner of Herbers and Company. Angie handles strategy management and innovation for independent advisory firms who desire to grow. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
122 Referrals: The Holy Grail of Growth 35:04

4 years ago35:04

35:04

Referrals tend to have high conversion rates and lower costs, but often they seem a bit elusive and sometimes random. Is there a better, more consistent way to generate the right type of referrals for your business? Stacey Brown Randall joins us to discuss ways you can generate referrals without even asking for them, including a five-step outline that can be used to develop a formal referral plan. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
121 Intersecting life and money: Advanced care planning 31:46

4 years ago31:46

31:46

As financial planning continues its evolution, there are many areas of nuanced expertise that are emerging to help clients successfully navigate the intersections of life and money. Advanced care planning is one of those areas where advisors and clients can plan with some certainty for a period of extreme uncertainty. Kim Fischer joins the podcast to discuss the importance of having a plan in place should a client not be able to make decisions about their health or care for themselves. She covers why the most powerful part of this planning happens at an emotional level when a client and their advocate come together with clarity about what is important to them. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
120 Advisor sponsored events in a post-pandemic world 37:07

4 years ago37:07

37:07

Before last year's COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately, the pandemic made many of these events virtually impossible to hold as this new normal really shifted things. Samantha Russell joins the podcast to discuss what it might look like to return to in-person events in a post-COVID era. Plus, she discusses the notable advantages that moving some of these events permanently into a virtual format may have on your practice. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
119 Can I invest my IRA in this? 30:38

4 years ago30:38

30:38

Alternative assets, such as cryptocurrencies, art, private equity and more, have seen a surge in press coverage over the past decade, to the point that many of these alternative investments have become more mainstream than ever before. Tom Kurinsky of Millenium Trust joins us to discuss the ins and outs of holding these alternative assets in IRAs and how you can advise your clients on integrating these investments into their portfolios. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
118 Winning more of your boardroom presentations 34:27

4 years ago34:27

34:27

You’ve done a lot of work to get a presentation in the boardroom, and you have one opportunity to make an impression and earn their trust. There are ways you can improve your chances of success before you even walk in the door. Randy Fuss joins the podcast to help you take full advantage of your opportunities in front of a board, including ways in which you can understand the motivations and dynamics of the room by doing some homework beforehand. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
117 Emergency savings: Planning for the unplannable 32:04

4 years ago32:04

32:04

The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies. Peter Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses. Plus, he also discusses how his team has developed an after-tax emergency savings plan that starts in the workplace through paycheck deduction. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
116 Adapting to the changing landscape of income 37:20

4 years ago37:20

37:20

Retirement is, for many, the culmination of their life's work. As their financial advisor, you've been helping your clients strategize and plan for that milestone. But what happens if what you've been planning for changes right before the goal line? We're seeing that today in the world of retirement income. Derek Sasveld and Scott Kimball return to the podcast to talk about the actionable strategies you can take to combat this shift in the income landscape, creating a better outcome in retirement for your clients. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
115 A year like no other: The best learnings from 2020 44:55

4 years ago44:55

44:55

2020 was a year with very few normal moments. Despite the uncertainty that the pandemic provided, we continue the tradition of providing you a recap of the best learnings from the year. And there were many! Ben and Emily are joined by Nate Stading for a discussion on the key takeaways from the podcast in 2020, including how the pandemic has shifted the way financial advisors should analyze plans, portfolios and their practice heading into 2021 and beyond. Thank you to all of our guests that joined the podcast for the first time or returned to the podcast this year. Your insights are helping advisors around the world drive better outcomes for their clients. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations .…

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

1
114 Framing an ESG conversation with your clients 28:09

4 years ago28:09