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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Jul 12, 2017

In this episode, we dive into an initiative that has shaken up the investment advisory industry in Canada – CRM2. This topic is especially helpful for our listeners who do business north of the border, but the overarching theme of the episode, which is applicable to advisors everywhere, centers on how to frame your practice based on goal setting with your clients, rather than simply chasing the best returns.

CRM2 is all about fee transparency and, while it is a significant change, could prove to be a great opportunity for advisors who provide more than just investment advice. Our guest is Jordan Lee, Regional Sales Manager for BMO Global Asset Management. Jordan will walk us through what has changed and how advisors are adapting.

For full show notes and links mentioned in this episode, visit