Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. Hosted by Bruce Sellery.September 5, 2019
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Learn how to improve your client experience and successfully sell your book.
A family lawyer explains how to reduce the costs of divorce and a philanthropy expert talks about uncovering clients’ values.
Learn how to retain your share of the intergenerational wealth transfer and how to insulate clients’ portfolios from their behavioural biases.
A business coach talks about finding a niche and a marketing strategist explains how unconscious bias could stunt your practice’s growth.