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

By Ben D. Jones and Emily Larsen with BMO Global Asset Management

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Description

In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions. Enter Better conversations. Better outcomes., presented by BMO Global Asset Management. This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today. Make your next conversation a better conversation. Learn more at bmogam.com/betterconversations.

Customer Reviews

Very insightful podcast for Financial Advisors

This podcast is a great resource for Financial Advisors. The first episode provides guidance on how to tailor conversations to have effective conversations based on the preferences of four specific investor archetypes. This makes a lot of sense as some people are analytical and want numbers, while others are more creative and respond better to stories. According to the trailer, there are lots of other great topics coming that can enable great client conversations that can lead to new business and increased client satisfaction. That's a win-win!

Very informative!

Very informative with actionable items I can use immediately

Well done

Really well done with tips to incorporate into my practice

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Better conversations. Better outcomes. | Presented by BMO Global Asset Management
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  • Free
  • Category: Investing
  • Language: English

Customer Ratings