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Retirement
Retirement income planning in the “new normal”
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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.The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Retirement
Lump Sum Payouts from Pension Plans
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The IRS recently announced that it will allow plan sponsors to pay out pensions as a lump sum to plan participants. In this video BMO Global Asset Management discusses what considerations should be made by plan sponsors and plan participants before choosing lump sum as an option.
Business Development
Actionable ideas to take into the new decade
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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.
Business Development
Secrets of 2x advisors
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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.
Business Development
Modern marketing: Components of an advisor marketing strategy
As a financial advisor, you have a lot of responsibilities in managing your clients. At times you might not even feel like you have the time and resources to shift your priorities to grow your business further. Enter Matt Halloran, CEO of Top Advisor Marketing.
Business Development
Envestnet Advisor Award Winners: Putting Principles Into Practice
Three advisors describe how they translate their values into powerful advice and consistent, thoughtful service for clients.
Portfolio Construction Insights
Growth vs. value? There’s a place for both
Historically, growth and value have behaved differently across varying market environments, suggesting that investors may benefit from having a strategic allocation to both styles of investing. We build a case for why there’s a place for both in a portfolio.
Business Development
BMO Wealth Institute Flyer
Gain insights into financial decision making to prepare for better conversations with your clients around all aspects of wealth planning, including retirement, estate, taxes and insurance. Check-out the BMO Wealth Institute reports for ideas.
Client Life Events
Who will be your caregiver?
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The demands placed on the health care system and the need for long-term care options continue to rise. The question of whether Americans have adequately prepared for their future health and long-term care needs will be answered in the coming years as a wave of baby boomers retire.
Client Life Events
The family conversation you should not avoid: How to discuss your legacy
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Everyone needs to take time to consider what they are leaving behind. What is left behind is often far more than can be measured in monetary terms. In addition to material worldly assets, a person leaves behind a legacy representing their values, plans, beliefs and cherished memories.
Client Life Events
Financial concerns of women
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Women have made incredible strides, both professionally and personally, in the last half-century. Despite the professional and financial successes that women in the workplace have earned in recent generations, they are still facing personal issues and unresolved challenges.