Podcasts

Episode 4: Entry points and exit strategies

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

August 21, 2019

A family lawyer explains how to reduce the costs of divorce and a philanthropy expert talks about uncovering clients’ values.

August 14, 2019

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

August 8, 2019

Make sure you never miss a new podcast

Featuring Staff | July 30, 2019

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