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

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

Nội dung được cung cấp bởi BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

3+ y ago 44:55

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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.

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