Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. Hosted by Bruce Sellery.December 5, 2019
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.
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.