Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. Hosted by Bruce Sellery.
Subscribe on Apple Podcasts | Subscribe on Google Podcasts
April 1, 2020
Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. Hosted by Bruce Sellery.
Subscribe on Apple Podcasts | Subscribe on Google Podcasts
April 1, 2020How to adapt your practice during these unprecedented times
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
Helping you answer client questions on the latest investing trend
Dispel the fear of math in clients, and do the math on cross-border taxes
Improve your body language and reduce communication risk to boost your client relationships.
Make your senior clients feel welcomed, and plan for their unique needs.
Have you thought about joining a non-profit or corporate board? Listen to this podcast to learn more.
Be sure to subscribe to Prosper so you don’t miss an episode
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.
Industry executives and leading advisors recommend tools and resources you need to grow your practice, and trends you need to know about. Brought to you…
Access the experts when you need them. Portfolio managers and industry specialists share their expertise in a bi-weekly podcast.