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Client Experience
4 Ways to Enhance Your Practice with Behavioral Finance
Redefining Behavioral Finance
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 Experience
How to Make the Most of Virtual Meetings
Keep Clients Engaged during Online Meetings
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 Experience
Three Ways to Retain Clients during a Crisis
This piece is approved to use with clients.
Tips for Strengthening Client Relationships
Advisor Value & Fees
4 Ways to Enhance Your Practice with Behavioral Finance
This piece is approved to use with clients.
Most of the content published on this topic explains what behavioral finance is, its significance, and the definitions of various biases that plague investors. Here are four actionable steps advisors can take right now to implement behavioral finance concepts.
Behavioral Finance
How to Address Recency Bias with Clients
This piece is approved to use with clients.
Behavioral Finance – Actionable Insights for advisors to help investors battle biases, avoid chasing returns, buying yesterday’s winners, and extrapolating a string of short-term wins indefinitely into the future
Client Experience
The Pain Index - A Better Measure of Risk
This piece is approved to use with clients.
Conversations with investors about risk is often muddled with industry jargon they often find unrelatable. Redefine the risk conversation to better align with the way investors think about risk-- the pain of losing money.