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.
A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.
For many, economics is viewed only through the lens of numbers. But what can economics teach us about planning and making life decisions?
Russ Roberts joins the podcast to discuss the intersection of economics and life. From embracing uncertainty to evaluating financial tradeoffs, Russ will help broaden your perspective and apply economic principles to your clients’ daily lives.
As the coronavirus pandemic surges worldwide, we hope you and your loved ones are safe and healthy.
In an effort to support your client conversations during these times, we recorded this special episode with Steve Sanduski full of actionable ideas to help both you and your clients thrive during and coming out of this period.
Having a tough conversation can feel like a daunting task for everyone involved. However, there are strategies you can employ to ensure a better outcome from these conversations.
David Wood joins the podcast to discuss his four-step process for mastering tough conversations. Plus, David and Ben walk through an example of a tough conversation that you may come across as a financial advisor.
Diversity and inclusion in the workplace is an important component to the success of your firm. In this episode, we’ll discuss ways to openly approach diversity and inclusion in the workplace with a desire to improve and understand.
Fellicia Foster is the U.S. Head of Diversity & Inclusion for BMO. Fellicia discusses how a diverse, inclusive culture can lead to tangible benefits for your practice, including higher performance from your team and a better understanding of your customers.