How to Have "Better Conversations" With BMO's Ben Jones

Between Now and Success · Mar 3, 2017 · 1h 7m

Once upon a time, financial planners met with clients annually, showed them a printout of how all their investments were performing, shook hands, and moved on to the next annual appointment with the next client.

Smart advisors know those days are over. Many investors are already monitoring their portfolio online, often for free. Fees are compressing across the financial advisory industry. A younger, more connected, generation is starting to decide how much money, and how much spare time, they want to invest in planning for their futures.

On today's show, I talk with Ben Jones, Managing…