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Prosper, from Advisor’s Edge

Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. Hosted by Bruce Sellery.

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April 1, 2020

Episode 10: Working and leading from home

How to adapt your practice during these unprecedented times

  • April 1, 2020 April 2, 2020
  • 16:32

Episode 9: The future of wealth management

How you’ll work, how you’ll get paid and how you’ll be regulated. Hear what four financial experts think the next 10 years hold for you

  • January 23, 2020 April 1, 2020
  • 17:00

Episode 8: All things ESG

Helping you answer client questions on the latest investing trend

  • January 10, 2020 January 24, 2020
  • 13:08

Episode 7: Demystify numbers for clients

Dispel the fear of math in clients, and do the math on cross-border taxes

  • December 5, 2019 February 24, 2020
  • 12:13

Episode 6: Communicate better with clients

Improve your body language and reduce communication risk to boost your client relationships.

  • November 21, 2019 December 13, 2019
  • 10:34

Episode 5: Run a senior-friendly practice

Make your senior clients feel welcomed, and plan for their unique needs.

  • November 8, 2019 February 24, 2020
  • 10:42

Bonus episode: Getting on board — a primer

Have you thought about joining a non-profit or corporate board? Listen to this podcast to learn more.

  • October 23, 2019 December 13, 2019
  • 11:01

We’ll be back

Be sure to subscribe to Prosper so you don’t miss an episode

  • September 5, 2019 February 20, 2020
  • 15:07

Episode 4: Entry points and exit strategies

Learn how to improve your client experience and successfully sell your book.

  • August 21, 2019 February 20, 2020
  • 11:00

Episode 3: All’s well that ends well

A family lawyer explains how to reduce the costs of divorce and a philanthropy expert talks about uncovering clients’ values.

  • August 14, 2019 December 13, 2019
  • 11:00