Reviews
This is my go to podcast for ideas to improve my business and help my clients.
petaadv via Apple Podcasts · United States of America · 11/13/19
I don’t understand why would BMO create a US based podcast! A word to the wise, they have enough banks in the States! We only have 5 up here in Canada.
McMekawi via Apple Podcasts · Canada · 01/12/19
Thanks!
bwcmilwaukee via Apple Podcasts · United States of America · 07/30/18
The ideas in this podcast sparked great conversations for my family which have helped us to talk through difficult topics around death that can be so awkward to have. Thank you!
LeslieW10 via Apple Podcasts · United States of America · 07/25/18
Great content, variety of topics, and delivery!
FA_Lo via Apple Podcasts · United States of America · 07/23/18
Always great content that is relevant to my career. Highly recommend.
ajelkins via Apple Podcasts · United States of America · 07/23/18
I appreciate the variety of topics covered and look forward to each new episode, as I always learn something!
JMarkBryant via Apple Podcasts · United States of America · 07/03/18
I find the podcast educational and well done. The hosts have done a awesome job of providing context for each topic and keeping the interviews sharp.
Skfrmnt via Apple Podcasts · United States of America · 05/30/18
Great content! Recommend to any advisor looking to further their retirement plan knowledge & expand their practice! Good Stuff BMO:)
7REECE18 via Apple Podcasts · United States of America · 09/20/17
So helpful and so informative and timely.
RLIRL via Apple Podcasts · United States of America · 05/03/17
BMO is bringing good information in well-structured, short episodes I can catch on the run!
Zhaymark via Apple Podcasts · United States of America · 04/21/17
Very helpful information for financial advisors and clients. The discussion about the DOL Fiduciary Rule and its implications for the future, gave much food for thought.
Amazingly useful app via Apple Podcasts · United States of America · 04/06/17
Better Conversations. Better Outcomes. Is an excellent well balanced resource providing advisors with information and insights on a number of topics that will help advisors and their practices grow.
ProPatria618 via Apple Podcasts · Canada · 10/18/16
This is a great new resource for advisors. Keep up the good work!
Hannahwhatshappening via Apple Podcasts · United States of America · 09/29/16
Really informative, interesting and well produced. Thank you for the great podcast BMO!
VerociousV via Apple Podcasts · United States of America · 09/26/16
As an advisor, I have found everything I've heard on this podcast to be incredibly interesting and valuable.Read full review »
buzz012 via Apple Podcasts · Canada · 09/23/16
Authors Do a good job covering a large amount of information. They use examples to help keep it practical and relatable.
MikeWolf22x via Apple Podcasts · United States of America · 09/19/16
Great insightful conversation for the financially minded individual. Great concepts to help your business making decisions. Can't wait to hear the upcoming podcasts.Read full review »
Scheuller via Apple Podcasts · United States of America · 09/15/16
As someone who is always looking to enhance my practice, this podcast delivers actionable insights in an effective way...and respectful of my time. The show notes have great takeaways that I'm looking forward to sharing with clients.Read full review »
RCH0328 via Apple Podcasts · United States of America · 09/13/16
I have not come across a podcast so well geared towards FAs
KSMnfn16 via Apple Podcasts · United States of America · 09/12/16
Really well done with tips to incorporate into my practice
FinanceGuy2016 via Apple Podcasts · United States of America · 09/12/16
Very informative with actionable items I can use immediately
NATO Tornado2016 via Apple Podcasts · United States of America · 09/12/16
This podcast is a great resource for Financial Advisors. The first episode provides guidance on how to tailor conversations to have effective conversations based on the preferences of four specific investor archetypes. This makes a lot of sense as some people are analytical and want numbers,...Read full review »
Teebeem via Apple Podcasts · United States of America · 09/12/16
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