BMO Global Asset Management Advisor-Focused Podcast Series Receives WealthManagement Industry Award

October 12, 2017 — BMO Global Asset Management’s (GAM) podcast series, Better conversations. Better outcomes., has received the 2017 WealthManagement.com Industry Award in the Asset Managers: Education and Thought Leadership category. Each year, WealthManagement magazine recognizes the best new business initiatives for helping financial advisors build better practices and more effectively serve their clients. BMO GAM was one of seven finalists in their category.

Since its launch in September 2016, the Better conversations. Better outcomes. podcast series has given advisors a wealth of insights and practice-building resources from experts and peers in the industry. A library of over 40 episodes is available and has been listened to by thousands of advisor around the globe.

“When we set out to create the podcast, our number one goal – which still holds true today – was to help advisors have better and more engaging conversations by covering relevant topics from experts in the industry,” said Ben Jones, Managing Director of Intermediary Distribution for BMO Global Asset Management. “This award is a nod to our guests and our listeners who together seek better outcomes for the clients they serve.”

Each podcast episode provides advisors with actionable ideas to enhance client conversations and build their practices. Recent topics include dealing with divorce financial planning, buying and selling practices, managing wealth for same-sex couples and more.

“Conversations are the cornerstone of any advisory business,” Jones added. “And many of these conversations occur at the intersection of money and emotions, creating challenging and sometimes awkward situations for advisors and their clients. The Better conversations. Better outcomes. podcast series is designed to help advisors have more meaningful conversations that get to the heart of these challenges – with more rewarding outcomes.”

The episodes are available on iTunes, Google Play, and Stitcher. Additionally, each episode is available on BMO GAM’s website, where listeners can leave feedback and suggest future topics.

About BMO Global Asset Management

BMO Global Asset Management is a global investment manager servicing clients in over 30 countries. Including discretionary and non-discretionary assets, BMO Global Asset Management had more than $237 billion in assets under management, as of April 30, 2017.

Headquartered by four multi-disciplined investment teams based in Toronto, Chicago/Milwaukee, London and Hong Kong, the organization is complemented by a network of investment teams strategically located across the globe. They include BMO Real Estate Partners, LGM Investments, Pyrford International, Ltd., and Taplin, Canida & Habacht, LLC.

The firm has been recognized by Pension & Investments as one of the world’s largest 100 asset managers based on combined assets under management as of December 31, 2016 and is a signatory of the United Nations supported Principles for Responsible Investment initiative (UNPRI).


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