Episode 10: Working and leading from home
The Covid-19 pandemic has drastically changed how we live and work. We asked litigation lawyer Ellen Bessner to explain how to communicate with client...
Prosper
Share:
Listens: 31
About
Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. Hosted by celebrated business journalist Bruce Sellery, Prosper provides practical advice for having better client conversations, managing your book of business and improving client outcomes. Prosper is a podcast from Advisor's Edge, Canada’s best magazine for financial advisors who put clients first. Subscribe to Prosper wherever you get your podcasts. Visit advisor.ca/prosper for more details.
Episode 9: The future of wealth management
We ask four financial services leaders to review the decade that was while predicting what financial advice could look like in the coming years. Hear ...
Episode 8: All things ESG
Tim Nash, the founder of Good Investing, discusses the growth of ESG and explains how linking investments to values can be a great way to engage clien...
Episode 7: Demystify Numbers for Clients
Vanessa Vakharia, founder of The Math Guru, explains how to take the fear out of money and math conversations. Then, cross-border tax expert David Alt...
Episode 6: Communicate better with clients
Body language expert Mark Bowden provides tips on projecting a trustworthy posture through gesture and stance. Then, litigation lawyer Ellen Bessner ...
Episode 5: Run a senior-friendly practice
Rhonda Latreille of Age-Friendly Business explains how to make your office, meetings and overall process welcoming to senior clients. Then, James Hunt...
Bonus Episode: Getting on board - A Primer
Prosper will be back with brand new episodes in November! Have you thought about joining a non-profit or corporate board? Maureen Jensen, chair and CE...
We'll be back!
We’re just wrapping up the summer, but we’ll be back, so be sure to subscribe to Prosper so you don’t miss an episode. If you’re new to the show, her...
Episode 4: Entry points and exit strategies
Doug Carroll of Meridian Credit Union digs in to all the issues you need to consider to successfully sell your book of business. Then, Paulette Filion...
Episode 3: All’s well that ends well
Family lawyer and mediator Nathalie Boutet explains how to reduce the financial and psychic costs of divorce for clients. Then, philanthropy advisor G...