Richard Mills, President (ret.) of BMO Nesbitt Burns addresses an important issue this multimedia case. All of their surveys over the last five or ten years have indicated that their clients want financial planning as part of BMO Nesbitt Burns fundamental offering. So the issue is how to introduce financial planning, which is a fairly technical skill, to a group of people who are not traditionally offering this service to their clients. Visit casenet.ca for more free, open access decision focused video teaching cases from Acadia University.