Are financial advisors hired only
for investment advice?
Episode 60
Do you believe that financial advisors only provide investment advice? If so, you are not alone. In this podcast, learn the truth about the services and value a trusted advisor provides to you and your family. In this episode, listen to Kathleen as she interviews Ben Jones about this myth and how an emotionally intelligent advisor addressed the human side of finance.
Listen and discover…
- A good advisor explores the connection between money and emotions.
- Advisors empower clients to examine and change money behaviors and habits.
- Advisors help facilitate difficult financial conversations.
- 3 questions to help you and your advisor to understand your relationship with money.
Ben Jones 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. He is the host of an award-winning podcast, Better Conversations and a thought leader in the field.
Ben lives with his wife and two daughters in Utah, where they enjoy sharing their passions for skiing, hiking, mountain biking, and gardening.
Show Notes:
- Ben also interviewed Kathleen on a Better Conversations podcast, The delicacy of dialogue: Helping clients talk openly about money.
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