As part of a broader commitment to innovation and “boldly growing the good,” associate portfolio manager Jennifer So makes the case for new all-in-one solutions that are designed to outperform on dual fronts: performance and personal values.
When it comes to building referral networks, a digital-friendly approach is now table stakes for Advisors seeking to grow their business. For a deeper look, Ben Jones, host of BMO’s Better Conversations, Better Outcomes podcast, offers timely advice and actionable tips to bring your Centres of Influence (COI) strategy to life.
As the world slowly begins to re-open again, the financial services industry can’t afford to assume a return to business as usual. Sanjay Singla, Vice President, Intermediary Distribution, Central Ontario, BMO Global Asset Management, believes virtual face-time with clients will now be a permanent part of the Advisor offering going forward, and shares his insightful tips on how to differentiate yourself with a polished and professional online approach.
Matthieu Bouchard, Groupe MCB Private Wealth Management, has written a strategic growth story for himself, buying one book after another over the short span of three years. In this issue of Insights, he shares the details about every transition process, offering practical tips and tricks that have facilitated a near perfect retention rate.
Unlike previous recessions, the value of a U.S. used car has risen sharply this summer as our daily lives are profoundly impacted by social distancing and the sudden COVID-induced de-urbanization wave.