115 A year like no other: The best learnings from 2020

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

Вміст надано BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

3+ y ago 44:55

MP3•Головна епізоду

2020 was a year with very few normal moments. Despite the uncertainty that the pandemic provided, we continue the tradition of providing you a recap of the best learnings from the year. And there were many!

Ben and Emily are joined by Nate Stading for a discussion on the key takeaways from the podcast in 2020, including how the pandemic has shifted the way financial advisors should analyze plans, portfolios and their practice heading into 2021 and beyond.

Thank you to all of our guests that joined the podcast for the first time or returned to the podcast this year. Your insights are helping advisors around the world drive better outcomes for their clients.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

136 епізодів

#Business #Trading #MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Financial Advisors