Developing a relationship with your clients and understanding their aspirations and objectives is key to successful planning strategies. Many clients are not aware that their values can increasingly play a role in how they invest. So how do you open up conversations with clients about their values and better understand their perspectives surrounding environmental, social and governance (ESG) investing?
Kristi Mitchem, BMO Global Asset Management’s CEO, joins the podcast to discuss the impact that ESG investing can have on client portfolios, both to align with your client’s beliefs as well as meet their financial goals. Plus, she shares new proprietary research that can help you and your clients discover the role that ESG can play in their long-term strategies.
For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.
108 Mental accounting: Engaging clients with bucket planning
107 Creativity, economics and life with Russ Roberts
106 Fostering a diverse and inclusive culture
105 Turning tough conversations into better conversations
104 Retirement income planning in the “new normal”
103 Family conversations that should not be avoided (Sept 2016)
102 Coaching clients through uncertainty
101 Low volatility investing
100 How to choose the right financial planning software with Michael Kitces
99 Fostering success with centers of influence
98 SECURE Act: Retirement policy you can use
97 Secrets of 2x advisors
96 Best of 2019: Actionable ideas to take into the new decade
95 How one advisor transformed her business off a life event
94 Themes from the 2019 Global Investment Forum
93 Opening for business: China A-shares and a diversified portfolio
92 Forces shaping the future of advice with Schwab’s Bernie Clark
91 A brave new Fed
90 How advisors can influence change in client behaviors
89 It’s personal: The growing need for financial wellness programs
Create your
podcast in
minutes
It is Free
The emPOWERed Half Hour
Macro Horizons
Sustainability Leaders
BMO Equity Research IN Tune
BMO Views from the North
Global Exchanges