108 Mental Accounting: Engaging Clients With Bucket Planning Better Conversations. Better Outcomes. | Presented By BMO Global Asset Management podcast

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

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

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

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

Konten disediakan oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

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108 Mental accounting: Engaging clients with bucket planning

3y ago 30:12

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MP3•Beranda episode

Konten disediakan oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.

Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

… continue reading

136 episode

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

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

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

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

108 Mental accounting: Engaging clients with bucket planning

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

12 subscribers

published 3y ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.

Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

… continue reading

136 episode

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

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