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

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.

Finding the financial planning software that’s a fit for your practice can feel overwhelming. There are many different solutions that have various features, benefits and client interfaces, and it can be hard to determine where to start.

In this milestone episode, Michael Kitces from Nerd’s Eye View joins us to discuss the differences between many of the large planning software providers in the financial planning industry, helping you set a game plan to choose the right fit for your business.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/how-to-choose-the-right-financial-planning-software-with-michael-kitces/?utm_source=Vanity%20URL&utm_medium=podcast%20platform

A special thank you to all of our listeners and guests for joining us through our first 100 episodes. To look back at our first 100 and to join our podcast newsletter, visit us at bmogam.com/betterconversations.

What if you could have advocates in your target market promoting your brand? Word-of-mouth marketing has one of the highest ROI’s but is one of the hardest to create.

Sarano Kelley returns to the podcast to explain how creating – and maintaining – centers of influence can add value to your clients and your business.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/fostering-success-with-centers-of-influence/

On December 20, 2019, President Trump signed appropriations legislation which included the passage of the SECURE Act. This legislation is broadly about increasing retirement security and making it easier for small businesses and part-time employees to access retirement plans, but there are some additional components to the legislation that will have an impact on retirement plans.

Mike Barry joins the podcast to discuss those key components of the SECURE Act, including what it means for retirement and financial advice moving forward.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/secure-act-retirement-policy-you-can-use/.

At the Excel 401(k) conference in October 2019, we heard from a panel of advisors who managed to double their business in a relatively short time. How did they do it, and what ideas can you implement to help your practice grow at a faster rate?

Our panelists, David Griffin of Atlanta Retirement Plans, Jania Stout of Hightower, and Robert Scherzer of Pensionmark, discuss what they learned on their path to 2x, including how they conquered the challenge of growing so rapidly.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/secrets-of-2x-advisors/.

Our guests in 2019 came armed with invaluable lessons for your practice and your clients alike. If you’re new to the podcast or simply looking for some inspiration, this episode should act as a great refresher to jump start ideas as we enter 2020.

We’re joined by four BMO colleagues who work with financial advisors on a daily basis. Together, they share the information and ideas that stuck with them – and the advisors they work with – long after they listened to the show.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/best-of-2019-actionable-ideas-to-take-into-the-new-decade/.

Status quo can be a hard thing to break away from. For one advisor, it was a life event that turned into a springboard for transformation.

In today’s episode, Andy Hart and Julia Carlson join Ben Jones for a special fireside chat. Hear how Julia broke out to build a thriving practice and how she has translated her vision into reality. You will hear several actionable strategies from both guests that you may want to leverage as you charge into 2020 and beyond.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/how-one-advisor-transformed-her-business-off-a-life-event/.