BMO Global Asset Management

Asset Managers (Education Thought Leadership)

BMO Global Asset Management is one of the top 100 asset managers in the work, with $238 billion in assets under management and servicing clients in over 30 countries. Our firm’s philosophy is based on three core beliefs: – Specialized investment teams empowered to focus on what they do best – Open access to our portfolio managers – Being easy to do business with At BMO Global Asset Management, we believe better conversations result in better outcomes. We seek to enhance your conversations by providing ideas for your practice; access to our investment professionals; and easy-to-use tools and content. AUM reported as of 12/31/16.

Initiative

Better conversations. Better outcomes. Podcast series from BMO Global Asset Management

Conversations are the cornerstone of any advisory business – starting from the initial meeting to the ongoing reviews and with each life transition. And many of these conversations occur at the intersection of money and emotions, creating challenging and sometimes awkward situations for advisors and their clients.

To help advisors have more meaningful conversations that get to the heart of these challenges – with more rewarding outcomes, BMO Global Asset Management introduced a podcast series titled, “Better conversations. Better outcomes.” Each episode provides actionable ideas for advisors to enhance these conversations and build their practice. We provide access to industry experts and peers, and easy-to-use tools and content.

The episodes explore topics relevant to today’s trusted advisors, including: tailoring communications to match a clients’ personality, family conversations that should not be avoided, living to 100 and helping clients determine who will be their caregiver. In addition, an eight-part practice management mini-series provides advice on how to build an effective practice. Another episode was recorded live during the Schwab IMPACT conference and featured several advisors sharing ideas and key learnings. Many of the topics planned in 2017 originated as listener suggestions.

Launched in September 2016, the Better Conversations Podcast series currently has 35 episodes, with more than 26,000 downloads, and a worldwide audience with listeners in the U.S., Canada, United Kingdom, Australia, and many more.

Category Finalists

Key Business Leader

Ben D. Jones
Managing Director, Intermediary Distribution

Browse All Finalists