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

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.

For many, economics is viewed only through the lens of numbers. But what can economics teach us about planning and making life decisions?

Russ Roberts joins the podcast to discuss the intersection of economics and life. From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.

For many, economics is viewed only through the lens of numbers. But what can economics teach us about planning and making life decisions?

Russ Roberts joins the podcast to discuss the intersection of economics and life. From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.

Diversity and inclusion in the workplace is an important component to the success of your firm. In this episode, we’ll discuss ways to openly approach diversity and inclusion in the workplace with a desire to improve and understand.

Fellicia Foster is the U.S. Head of Diversity & Inclusion for BMO. Fellicia discusses how a diverse, inclusive culture can lead to tangible benefits for your practice, including higher performance from your team and a better understanding of your customers.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/fostering-a-diverse-and-inclusive-culture/?utm_source=Vanity%20URL&utm_medium=podcast%20platform

Having a tough conversation can feel like a daunting task for everyone involved. However, there are strategies you can employ to ensure a better outcome from these conversations.

David Wood joins the podcast to discuss his four-step process for mastering tough conversations. Plus, David and Ben walk through an example of a tough conversation that you may come across as a financial advisor.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/turning-tough-conversations-into-better-conversations/?utm_source=Vanity%20URL&utm_medium=podcast%20platform.

Retirement policy, interest rates and market volatility have made retirement planning more challenging for clients and advisors alike. What are the philosophies, opportunities and challenges you need to be aware of to help your clients navigate decumulation in today’s environment?

In this episode, we’re joined by Jamie Hopkins, Director of Retirement Research at Carson Coaching and co-creator of the Retirement Income Certified Professional (RICP) designation. Jamie discusses the opportunities and challenges associated with creating retirement income in this new environment, including how to help shift the mindset of individuals to adapt to these changes.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/retirement-income-planning-in-the-new-normal/?utm_source=Vanity%20URL&utm_medium=podcast%20platform.

(Originally aired in September 2016). This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is Dr. Amy D’Aprix , BMO Financial Group’s Life Transition Expert. She discusses properly approaching challenging conversations, enhanced estate planning, planning beyond the will, and the unique position of the financial advisor.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/family-conversations-that-should-not-be-avoided/.

As the coronavirus pandemic surges worldwide, we hope you and your loved ones are safe and healthy.

In an effort to support your client conversations during these times, we recorded a special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/coaching-clients-through-uncertainty/?utm_source=Vanity%20URL&utm_medium=podcast%20platform

The longest bull market in history has come to an end. The coronavirus, combined with oil markets, started the correction in late February of 2020. However even prior to this recent news, many investors and their advisors have been looking to mitigate risk in their portfolios, and low volatility investing has swelled in popularity.

Chris Jenks returns to the show to discuss the ins and outs of low volatility investing and its potential impact on portfolios during times of market volatility.

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

The longest bull market in history has come to an end. The coronavirus, combined with oil markets, started the correction in late February of 2020. However even prior to this recent news, many investors and their advisors have been looking to mitigate risk in their portfolios, and low volatility investing has swelled in popularity.

Chris Jenks returns to the show to discuss the ins and outs of low volatility investing and its potential impact on portfolios during times of market volatility.

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