After five years and 136 episodes, it is time to say goodbye. In our last episode, we wanted to continue where we started this journey by providing all of you with some actionable ideas and learnings that might be helpful for your practice on the road ahead. We'll share stories and memorable experiences with you and identify several enduring principles that our guests helped us uncover to help you shape the future that you want to create. Thank you to all of our guests and listeners for five great years. We hope that you continue to access, use, and revisit these episodes, and most importantly, put them to work to have better conversations and better outcomes in your practice, your portfolios, and your financial planning.

<description>&lt;p&gt;After five years and 136 episodes, it is time to say goodbye.&lt;/p&gt; &lt;p&gt;In our last episode, we wanted to continue where we started this journey by providing all of you with some actionable ideas and learnings that might be helpful for your practice on the road ahead. We'll share stories and memorable experiences with you and identify several enduring principles that our guests helped us uncover to help you shape the future that you want to create.&lt;/p&gt; &lt;p&gt;Thank you to all of our guests and listeners for five great years. We hope that you continue to access, use, and revisit these episodes, and most importantly, put them to work to have better conversations and better outcomes in your practice, your portfolios, and your financial planning.&lt;/p&gt;</description>

After five years and 136 episodes, it is time to say goodbye. In our last episode, we wanted to continue where we started this journey by providing all of you with some actionable ideas and learnings that might be helpful for your practice on the road...

128 4 enduring principles for the road ahead

This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of this milestone, we're going to throw back to our first episode. Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their investment portfolios. In this episode, we explore how financial advisors can use personality archetypes to create better connections with their clients. How can you better communicate with investors who might feel that their advisor should have foreseen change in the markets? In this episode, Matt Smith lays out four investor archetypes, each with their own set of personality attributes: Guardians, Artisans, Idealists and Rationals. This episode details each of the archetypes and how you as a financial advisor can best cater to your clients’ personalities. For full show notes and links mentioned in this episode, visit <a href="http://bmogam.com/betterconversations">http://bmogam.com/betterconversations</a>.

<description>&lt;p style="font-weight: 400;"&gt;This month marks our five-year anniversary for the &lt;em&gt;Better Conversations. Better Outcomes. &lt;/em&gt;podcast. In recognition of this milestone, we're going to throw back to our first episode.&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;Every investor has a unique perspective on the world, unique reasons for investing, and unique goals for their investment portfolios. In this episode, we explore how financial advisors can use personality archetypes to create better connections with their clients. How can you better communicate with investors who might feel that their advisor should have foreseen change in the markets?&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;In this episode, Matt Smith lays out four investor archetypes, each with their own set of personality attributes: Guardians, Artisans, Idealists and Rationals. This episode details each of the archetypes and how you as a financial advisor can best cater to your clients’ personalities.&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;&lt;span style="font-weight: 400;"&gt;For full show notes and links mentioned in this episode, visit&lt;/span&gt; &lt;a href="http://bmogam.com/betterconversations"&gt;&lt;span style= "font-weight: 400;"&gt;http://bmogam.com/betterconversations&lt;/span&gt;&lt;/a&gt;&lt;span style="font-weight: 400;"&gt;.&lt;/span&gt;&lt;/p&gt;</description>

This month marks our five-year anniversary for the Better Conversations. Better Outcomes. podcast. In recognition of this milestone, we're going to throw back to our first episode. Every investor has a unique perspective on the world, unique...

127 Investor archetypes: Matching communications to client personalities

The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of heightened emotional state, either positive or negative. As a financial advisor, helping to meet your clients on level ground and produce a positive outcome from this change is key to your, and your client’s, success. Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives. Ross will provide examples of these scenarios and discuss his series of four questions to answer before working towards a next-steps financial decision. For full show notes and links mentioned in this episode, visit <a href="http://bmogam.com/betterconversations">http://bmogam.com/betterconversations</a>.

<description>&lt;p style="font-weight: 400;"&gt;The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of heightened emotional state, either positive or negative. As a financial advisor, helping to meet your clients on level ground and produce a positive outcome from this change is key to your, and your client’s, success.&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives. Ross will provide examples of these scenarios and discuss his series of four questions to answer before working towards a next-steps financial decision.&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;&lt;span style="font-weight: 400;"&gt;For full show notes and links mentioned in this episode, visit&lt;/span&gt; &lt;a href="http://bmogam.com/betterconversations"&gt;&lt;span style= "font-weight: 400;"&gt;http://bmogam.com/betterconversations&lt;/span&gt;&lt;/a&gt;&lt;span style="font-weight: 400;"&gt;.&lt;/span&gt;&lt;/p&gt;</description>

The most impactful financial decisions for your clients often come around some type of life event or transition – and for many, it comes at a time of heightened emotional state, either positive or negative. As a financial advisor, helping to meet...

126 How to navigate changes in a retirement plan

Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll? Peter Stahl returns to the podcast to discuss planning for retirement with means-testing and taxable income in mind. He helps us break down the Medicare program, explain the pros and cons for enrolling in Medicare when eligible, and emphasize the importance of building sources of tax-free wealth before retirement. For full show notes and links mentioned in this episode, visit <a href="http://bmogam.com/betterconversations">http://bmogam.com/betterconversations</a>.

<description>&lt;p style="font-weight: 400;"&gt;Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll?&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;Peter Stahl returns to the podcast to discuss planning for retirement with means-testing and taxable income in mind. He helps us break down the Medicare program, explain the pros and cons for enrolling in Medicare when eligible, and emphasize the importance of building sources of tax-free wealth before retirement.&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;&lt;span style="font-weight: 400;"&gt;For full show notes and links mentioned in this episode, visit&lt;/span&gt; &lt;a href="http://bmogam.com/betterconversations"&gt;&lt;span style= "font-weight: 400;"&gt;http://bmogam.com/betterconversations&lt;/span&gt;&lt;/a&gt;&lt;span style="font-weight: 400;"&gt;.&lt;/span&gt;&lt;/p&gt;</description>

Medicare is the closest thing in the U.S. to a single-payer healthcare system, but it comes with trade-offs, including direct implications to a client’s HSA plan, social security and more. When is the right time for your clients to enroll? Peter...

125 When is Medicare right for me?

A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help clients navigate the challenges of financial planning, even in the context of love and relationships. Vonny Carrington joins the podcast to share many actionable insights for advisors to use with couples at any stage of a relationship, from engagement to moving in together, to marriage, divorce and even widowhood. For full show notes and links mentioned in this episode, visit <a href="http://bmogam.com/betterconversations">http://bmogam.com/betterconversations</a>.

<description>&lt;p&gt;A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help clients navigate the challenges of financial planning, even in the context of love and relationships.&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;Vonny Carrington joins the podcast to share many actionable insights for advisors to use with couples at any stage of a relationship, from engagement to moving in together, to marriage, divorce and even widowhood.&lt;/p&gt; &lt;p style="font-weight: 400;"&gt;&lt;span style="font-weight: 400;"&gt;For full show notes and links mentioned in this episode, visit&lt;/span&gt; &lt;a href="http://bmogam.com/betterconversations"&gt;&lt;span style= "font-weight: 400;"&gt;http://bmogam.com/betterconversations&lt;/span&gt;&lt;/a&gt;&lt;span style="font-weight: 400;"&gt;.&lt;/span&gt;&lt;/p&gt;</description>

A couple’s inability to communicate about their finances is one of the leading causes of a breakup. As an advisor, it's your responsibility to help clients navigate the challenges of financial planning, even in the context of love and relationships....

124 Managing money together: The importance of financial conversations in relationships

In today’s environment, financial advisors are faced with many challenging conversations that meet at the intersection of money and emotions.  Enter Better conversations. Better outcomes., presented by BMO Global Asset Management.  This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors.  Ben D. Jones and Emily Larsen interview experts covering wealth advising from every angle and provide ideas for client engagement, portfolios and practice management that can be put into action today.  

Make your next conversation a better conversation.  Learn more at bmogam.com/betterconversations.

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

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