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Retirement
A New Way to Calculate Retirement Health Care Costs
We believe viewing retirement health care costs as an annual expense, instead of as a lump sum, makes it easier for retirees to plan for and pay for them.
Regulatory Education
CE Credit Courses for Financial Advisors
CE on demand include "What you thought you knew about quantitative investing and low volatility stocks may be wrong", "Managing assets in retirement" and "Planning for your clients' life transitions"
Client Relationships
Framing an ESG conversation with your clients
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 surrounding environmental, social and governance (ESG) investing?
Policy and Regulatory Commentary
Biden Win Might Bring Mixed Outlook for Investors
Additional fiscal stimulus likely, tax hikes uncertain.
Policy and Regulatory Commentary
Bouts of Volatility Possible as Ballot Tally Continues
Amid uncertainty, we are identifying opportunities for clients.
Client Relationships
Help needed: Hiring an executive assistant
This piece is approved to use with clients.
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 behind-the-scenes insights into how to hire, work with and delegate to a world-class executive assistant. You may think you can’t afford to hire, but you might learn you can’t afford not to hire an EA for you and your practice.
Business Development
Embracing a virtual CIO strategy
This piece is approved to use with clients.
When it comes to building referral networks, a digital-friendly approach is now table stakes for Advisors seeking to grow their business. For a deeper look, Ben Jones, host of BMO’s Better Conversations, Better Outcomes podcast, offers timely advice and actionable tips to bring your Centres of Influence (COI) strategy to life.
Client Relationships
Five steps to effective communication
This piece is approved to use with clients.
Whether speaking at an event, in a group, or a one-on-one with a client, communicate effectively is a critical part of your role as a financial advisor. This has become an even more pronounced with the COVID-19 pandemic, as many of these conversations have moved into the digital realm.
Client Relationships
Navigating family dynamics: Multigenerational wealth
This piece is approved to use with clients.
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 management.