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.
68 Charitable giving: Wealth management strategies for the ultra high net worth
67 Live from IMPACT® 2018: A bond bear market? Bring it on!
66 More room to run: A market outlook from the BMO Global Investment Forum
65 Modern marketing: Writing a book
64 Health savings accounts: A strategic retirement tool?
63 How a high EQ can lead to sales success
62 To claim or not to claim? The Social Security question
61 Overcoming client objections
60 It’s all about the income: Insights from the BMO Credit Forum
59 Defining outcomes with factor-based investing
58 Behind the curtain: Securities lending in mutual funds
57 Escape the index: High-conviction investing
56 Money mindset: Using behavioral economics to help investors succeed
55 Modern marketing: From pro surfer to 401(k) YouTube personality
54 Money mindset: When clients go through cognitive decline
53 Leadership is learned: Leading your practice to better productivity and client engagement
52 Creating a lasting impact through financial education and mentorship
51 Money mindset: Advising millennials
50 MiFID II: European regulations with global implications
49 Money mindset: Suddenly single
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Macro Horizons
Sustainability Leaders
BMO Equity Research IN Tune
BMO Views from the North
Global Exchanges