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.
88 Modern marketing: Components of an advisor marketing strategy
87 The power of designations
86 Risk management: Life insurance
85 Inside the research of Morningstar
84 Becoming a local thought leader with educational workshops
83 Fanning the flame for your practice and your clients
82 Modern marketing: The secrets to a successful blog
81 Developing the next generation of financial advisors
80 The do’s and don’ts of investment policy statements
79 Tax strategies to optimize your client conversations
78 Power of the pipeline: Client acquisitions strategies to grow your practice
77 Funding education with a 529 plan
76 Beyond the hype: Blockchain technology
75 Financial considerations for families with special needs
74 Talking trade: From NAFTA to USMCA
73 Designing the best approach to conferences
72 Creating more precision with life expectancy planning
71 Congressman Mike Kelly, The Retirement Enhancement and Savings Act
70 The Better Conversations Collection: A tour of some of the best ideas from 2018
69 The delicacy of dialogue: Helping clients talk openly about money
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