Better conversations. Better outcomes. podcast

Conversations are the foundation of the advisory business; an advisor that focuses on making their conversations better will lead a fulfilling, successful and enduring practice. The Better conversations. Better outcomes. podcast seeks to enhance conversations by exploring topics relevant to today’s trusted financial advisors, focusing on interviews with experts and exploring wealth advising from every angle.

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Hosted by:

Ben Jones

Head of U.S. Intermediary Distribution

Ben is responsible for leading the U.S. distribution of BMO Global Asset Management’s investment capabilities through financial intermediaries. His responsibilities include leading and coordinating the client experience for advisers, home offices, strategic partners and sub-advised clients. Ben oversees BMO Investment Distributors, a FINRA broker-dealer, as the president and chief operating officer.

Prior to joining BMO Global Asset Management, Ben was director of defined contribution at Russell Investments, responsible for managing Russell’s intermediary distribution of retirement plan solutions across the U.S. In 2011, he was awarded the Russell Award for Excellence. Prior to working at Russell, he was a partner at Strategic Employee Benefits.

Ben is a thought leader whose writing on retirement issues has been published in Institutional Investor and on behalf of the Defined Contribution Institutional Investment Association (DCIIA). Ben is also a recognizable industry voice as the creator and co-host of BMO’s Better Conversations. Better Outcomes. podcast series. Ben earned the Chartered Retirement Plans SpecialistSM designation and holds the FINRA Series 6, 7, 24 and 66 securities licenses.

Ben lives with his wife and two daughters in Utah, where they enjoy sharing their passions for skiing, hiking, mountain biking and gardening.

Emily Larsen

Head of Product Governance

Emily leads with intellectual curiosity, creativity and commitment. She is responsible for managing key initiatives for the BMO Global Asset Management Product team which includes – but is not limited to – leading projects, developing processes, and ensuring accountability. Current responsibilities include:

  • Leader in the development and execution of team’s strategic and tactical goals
  • Project manager for ad hoc projects related to the evolution of product offering
  • Coordinator of Product Governance processes as well as collaboration activities with marketing, legal, compliance and other functional partners
  • Co-host award-winning podcast series Better conversations. Better outcomes.

Emily has been with the organization since 2001; she holds an MBA from the University of Wisconsin-Milwaukee and a BSBA in both Finance and Marketing from the same institution. Emily has served as the Communication Committee Chair for both BMO’s young professional and women's employee affinity groups. In her personal time, Emily enjoys an active lifestyle filled with traveling, hiking and a variety of water sports including kayaking, canoeing and stand-up paddle boarding.

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“We’ve found the experts on different topics, so that we can bring their insights, their knowledge, their experience to the advisors and make it really actionable so that an advisor can walk away and put something immediately to work in their practice.”

 
The old people sailing
October 2021

Four enduring principles for the road ahead

We continue where we started this journey by providing you with some actionable ideas and learnings that might be helpful for your practice on the road ahead.
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August 2021

Navigating change when life happens

Ross Marino joins the podcast to discuss the best ways to guide your clients through these drastic changes in their lives.
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When is Medicare right for me?

Peter Stahl returns to the podcast to discuss planning for retirement with means-testing and taxable income in mind.
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Managing money together: The importance of financial conversations in relationships

Vonny Carrington joins the podcast to share many actionable insights for advisors to use with couples at any stage of a relationship.
Three people discussing financial advice across a table
June 2021

Building better client experiences

Episode 123: In this episode of the Better conversations. Better outcomes. podcast, we discuss the importance of setting your practice apart by developing an intentional client experience.
Financial advisor meeting with a client that was referred to them

Referrals: The Holy Grail of Growth

Stacey Brown Randall shares her five-step outline that can be used to develop a formal referral plan.
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Send an email to [email protected] to get started.