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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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August 14, 2019

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 August 15, 2019
  • 11:00

Episode 2: Keeping clients and keeping them on track

Learn how to retain your share of the intergenerational wealth transfer and how to insulate clients’ portfolios from their behavioural biases.

  • August 8, 2019 August 14, 2019
  • 09:00

Episode 1: Knowing your niche—and yourself

A business coach talks about finding a niche and a marketing strategist explains how unconscious bias could stunt your practice’s growth.

  • July 26, 2019 August 8, 2019
  • 08:00