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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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December 5, 2019

Episode 7: Demystify numbers for clients

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

  • December 5, 2019 December 13, 2019
  • 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 December 13, 2019
  • 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 September 9, 2019
  • 15:07

Episode 4: Entry points and exit strategies

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

  • August 21, 2019 December 13, 2019
  • 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

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 December 13, 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 December 13, 2019
  • 08:00