108 Mental accounting: Engaging clients with bucket planning

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

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4+ y ago 30:12

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A big part of a financial advisor’s work is to help clients budget their money towards different objectives and time horizons. Bucketing is a concept you may be familiar with, which can enable people to understand where their money is today, and where they want it to be in the future. The behavioral concept that provides the foundation for bucketing is known as mental accounting.

Jason Smith joins the podcast to discuss his mission to simplify the planning process and strengthen financial literacy around the globe, including details from his book The Bucket Plan.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

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