Better conversations. Better outcomes. | Presented by BMO Global Asset Management
About This Show
This podcast seeks to enhance advisor conversations by exploring topics relevant to today’s trusted advisors. Ben D. Jones and Matt Smith with BMO Global Asset Management interview experts and explore wealth advising from every angle. Each episode provides actionable ideas designed to improve outcomes for advisors and their clients. Learn more at http://bmogam.com/betterconversations.
Most Recent Episode
1.10 Women and wealth
5 days ago
Today we discuss women and wealth with Kristin Gibson, a Managing Director at Charles Schwab Investment Management and an expert in the field of women investors. We discuss how financial advisors can have more informed conversations with their female clients and how developing a communication and marketing strategy for women can be beneficial. Kristin talks about research that has been conducted on how women investors behave, how their financial goals differ from men’s, and how advisors can effectively communicate with them. For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.