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

Aug 23, 2017

Industries around the world have noticed a shift in power from companies to consumers, and the financial industry is no different. Consumers – your clients – are in the driver’s seat of industry change, and if you aren’t meeting their expectations, they will seek other options. This is where goals-based advice can set you apart and deliver value across your client relationships.

In this episode, we are joined by Rebecca Jacques, General Manager for the Association of Goals Based Advice in Sydney, Australia, who regularly talks with both advisors and clients to gauge the success of goals based practices. One resounding theme you’ll hear: clients enjoy the feeling of being listened to, and advisors who listen tend to improve outcomes for the entire adviser-client relationship. Listen in as we explore the steps you can take to provide goals-based advice.

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