Street intelligence: see what your peers are thinking.
September 10 2021
How do you anticipate future client meetings to be conducted moving forward?
The majority of Advisors think it will be a hybrid of virtual and in-person meetings! To brush up on your virtual tactics, read wholesaler Sanjay Singla’s insider tips on how to differentiate yourself with a polished and professional online approach. Need more? Read “Embracing a Virtual COI Strategy” by Ben Jones, Head of Intermediary Distribution.
August 27, 2021
What role do segregated funds play in your business?
It’s estate planning for most. For Advisors looking to expand their business and bring new, value-add solutions to their clients, read Richard Poulin’s article on the “estate wedge” strategy and how it works to help achieve estate goals and protect against potentially compromising scenarios through segregated funds.
July 30, 2021
What about ESG interests your clients?
According to the results, most Advisors haven’t discussed ESG with their clients. We can help! To integrate broader ESG themes and engage in deeper, quality conversations, BMO Global Asset Management has developed the digital MyESGTM quiz. Requiring just 2 minutes of a client’s time, the quiz yields insightful information on their ESG values, drawn from statistical analysis on investor beliefs and behaviours. Together with our Quick Start Guide to the ESG Advisor Toolkit and Discussion Guide, these practical resources help to segment your clients, and frame conversations accordingly, with relevant talking points, cues, power tips and FAQ answers. It’s also an innovative way for you to proactively introduce ESG if it hasn’t come up already!
July 12, 2021
In the next 3 months, a business partner can add the most value by helping with actionable strategies to...
Bring in net new assets! Nearly 55% of Advisors said that is where partners can add the most value. For help with virtual prospecting, and growing your business online, explore BMO Global Asset Management's tailor-made LinkedIn guide for the "Always On Advisor" - featuring step-by-step instructions on new features.
June 18, 2021
How would you describe your social media presence for your practice?
A whopping 37% of Advisors said they are not active on social media, but are interested in learning more! For help connecting with clients online, listen to our exclusive 3-Part, Advisor Virtual Event Series featuring Sarano Kelley, which includes a dedicated webinar on building relationships through social.
June 4, 2021
When choosing an unhedged exposure to USD, what is the main reason behind your decision?
According to the results, 45% of Advisors said they are not trying to predict currency movements, while 33% said they believed the Canadian dollar was overvalued and they saw an opportunity to benefit from a possible reversal. To learn more about our comprehensive suite of unhedged USD exposures, contact your BMO Global Asset Management Regional Representative, and explore our newest fund in the field – BMO U.S. All Cap Equity Fund – managed by Brian Belski.
April 15, 2021
What portfolio strategies would you like to explore further?
ESG-focused funds were the answer of the day! To learn more about our 30+ year responsible investing heritage, and our dedicated ESG funds, browse through our new ESG hub for new information, and related tools and resources.
March 14, 2021
What practice management topics would you like to read about?
Buying or selling a book of business! That’s no surprise based on our website metrics. Delve into our Advisor Stories section for articles on the popular topic including, Buying Book After Book: A Strategic Growth Story and From One Book, to Three: Making Every Transition Count articles.
March 9, 2021
Do you feel equipped to deploy a LinkedIn strategy for business building?
An overwhelming number of Advisors polled said they don’t feel LinkedIn-ready, but are willing to learn. For help navigating this social media outlet, read our article that features author, trainer and coach Sarano Kelley, who breaks down his comprehensive process for generating leads through LinkedIn. To get further ahead, explore BMO Global Asset Management’s tailor-made LinkedIn guide for Advisors.