Beste Better Management podcaster (2024)

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128 4 enduring principles for the road ahead 50:18

3y 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 princi…

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

3y 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 fin…

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

3y 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 c…

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125 When is Medicare right for me? 27:13

3+ y 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…

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

3+ y 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 couple…

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123 Building better client experiences 35:20

3+ y 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…

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122 Referrals: The Holy Grail of Growth 35:04

3+ y 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 t…

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

3+ y 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 …

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

3+ y 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 discu…

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

3+ y 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 a…

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118 Winning more of your boardroom presentations 34:27

3+ y 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 …

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117 Emergency savings: Planning for the unplannable 32:04

4y 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 unpredicta…

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116 Adapting to the changing landscape of income 37:20

4y 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…

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

4y 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…

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114 Framing an ESG conversation with your clients 28:09

4y ago28:09

28:09

Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surroundin…

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113 Unlocking your vision for success 35:10

4y ago35:10

35:10

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 bene…

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112 Real financial advice: Being a guide in a changing landscape 32:32

4y ago32:32

32:32

Volatility in the markets. A historic election. A global pandemic. 2020 has thrown us all into an interesting period of irreducible uncertainty, and now more than ever, clients are looking to you to provide them with “real” financial advice in order to navigate these turbulent waters. Carl Richards returns to the podcast to talk about the rapid acc…

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111 Help needed: Hiring an executive assistant 26:37

4y ago26:37

26:37

Many of you have succeeded in your practice by wearing multiple hats. But playing the part of CEO, CMO, COO and advisor all at the same time can be exhausting. That’s where an executive assistant, or EA for short, can come in to provide you with better leverage for your time and results for your business. Blake Stratton joins the podcast to share b…

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110 Five steps to effective communication 45:26

4y ago45:26

45:26

Whether speaking at an event, in a group, or a one-on-one with a client, communicating effectively is a critical part of your role as a financial advisor. This has become even more pronounced with the COVID-19 pandemic, as many of these conversations have moved into the digital realm. Joel Weldon, creator of the Ultimate Speaking System, joins the …

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109 Navigating family dynamics: Multigenerational wealth 33:49

4y ago33:49

33:49

Helping a family manage and maintain their wealth over multiple generations can be a complicated and potentially unhappy affair. Courtney Pullen joins the podcast to provide actionable advice to help you navigate the challenges of multigenerational wealth, including why his background in psychology has helped him find success in this area of wealth…

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108 Mental accounting: Engaging clients with bucket planning 30:12

4+ y ago30:12

30:12

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 bucketin…

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107 Creativity, economics and life with Russ Roberts 35:10

4+ y ago35:10

35:10

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 principle…

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106 Fostering a diverse and inclusive culture 37:01

4+ y ago37:01

37:01

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 cultur…

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105 Turning tough conversations into better conversations 29:59

4+ y ago29:59

29:59

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 y…

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104 Retirement income planning in the “new normal” 44:58

4+ y ago44:58

44:58

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 Retireme…

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Better Management Podcaster

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

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

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

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

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

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

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

1
123 Building better client experiences 35:20

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

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

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

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

1
118 Winning more of your boardroom presentations 34:27

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

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

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

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

1
113 Unlocking your vision for success 35:10

1
112 Real financial advice: Being a guide in a changing landscape 32:32

1
111 Help needed: Hiring an executive assistant 26:37

1
110 Five steps to effective communication 45:26

1
109 Navigating family dynamics: Multigenerational wealth 33:49

1
108 Mental accounting: Engaging clients with bucket planning 30:12

1
107 Creativity, economics and life with Russ Roberts 35:10

1
106 Fostering a diverse and inclusive culture 37:01

1
105 Turning tough conversations into better conversations 29:59

1
104 Retirement income planning in the “new normal” 44:58

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