You’ve done a lot of work to get a presentation in the boardroom, and you have one opportunity to make an impression and earn their trust. There are ways you can improve your chances of success before you even walk in the door.
Randy Fuss joins the podcast to help you take full advantage of your opportunities in front of a board, including ways in which you can understand the motivations and dynamics of the room by doing some homework beforehand.
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
Macro Horizons
Sustainability Leaders
BMO Equity Research IN Tune
BMO Views from the North
Global Exchanges