We’re just wrapping up for the summer, but we’ll be back, so be sure to subscribe to Prosper so you don’t miss an episode.

If you’re new to the show, here are a few of our favourite moments from the first few episodes of Prosper.

Credits

Hosted and produced by Bruce Sellery

Mixed and edited by Jason Perrier of Phizzy Studios

Editorial direction and visuals by the Advisor’s Edge team

© 2019 Transcontinental Media G.P.

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Email: news.advisor@tc.tc

Web: advisor.ca/prosper

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Text Transcript

Hi, I’m Melissa Shin, Editorial Director of Advisor’s Edge.

I hope you’ve enjoyed listening to the first few episodes of Prosper, the practice management podcast for Canadian financial advisors.

We’re just about to wrap up for the summer, but we’ll be back with new episodes as Bruce speaks with experts across the financial industry. Be sure to subscribe to Prosper so you don’t miss an episode.

If you’re new to the show, here are a few of our favourite moments from the first few episodes.

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Excerpt from Episode 1

“What do you do when a client with $1 million in assets under management, like $1 million to transfer over your book shows up on your door but is absolutely most definitely not in your niche? You turn them away.”

Excerpt from Episode 2

“You know, it’s often the case that people assume that financial advisors are somehow more immune to these kinds of natural human tendencies than the clients that they advise. And evidence is increasingly coming in through kind of research projects that academics are doing, and actually people on Wall Street and Bay Street as well, to sort of refute that myth.”

Excerpt from Episode 3

“So, we believe that everyone can be a philanthropist. And when we sit down with our clients, we talk about the four Ts. Time, talent, treasures, and ties.”

Excerpt from Episode 4

“If you are someone who has built up your practice so that you can transfer it on, then that’s part of your own livelihood and so you want to treat it like it’s a business deal. I mean it’s a big business deal.”

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You can listen to each interview right now on your favourite podcast app, or online at advisor.ca/prosper, and don’t forget to leave a rating and subscribe!

Once again, from all of us at Advisor’s Edge, thank you for listening. See you soon!