Episode 10: Working and leading from home
Prosper
The Covid-19 pandemic has drastically changed how we live and work. We asked litigation lawyer Ellen Bessner to explain how to communicate with clients remotely — while remaining compliant. Then, Patrick Kramer, CEO of BDO Canada, talks about how he manages a 4,000-person team that’s now working from home.
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Episode 9: The future of wealth management
Prosper
We ask four financial services leaders to review the decade that was while predicting what financial advice could look like in the coming years. Hear from Melissa Shin, editorial director of Advisor’s Edge; Fern Karsh, policy counsel with FAIR Canada; Cary List, president and CEO of FP Canada; and Greg Pollock, president and CEO of Advocis.
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Episode 8: All things ESG
Prosper
Tim Nash, the founder of Good Investing, discusses the growth of ESG and explains how linking investments to values can be a great way to engage clients. Plus, in Prosperous Practice, Wade Karfor of the Investors Group discusses gifting and referrals.
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Episode 7: Demystify Numbers for Clients
Prosper
Vanessa Vakharia, founder of The Math Guru, explains how to take the fear out of money and math conversations. Then, cross-border tax expert David Altro reveals tax traps for snowbirds. Our Prosperous Practice tip this week comes from Leith Wheeler's Cindy Huang as she discusses short-termism.
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Episode 6: Communicate better with clients
Prosper
Body language expert Mark Bowden provides tips on projecting a trustworthy posture through gesture and stance. Then, litigation lawyer Ellen Bessner talks about how to reduce the risk of being misunderstood.
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Episode 5: Run a senior-friendly practice
Prosper
Rhonda Latreille of Age-Friendly Business explains how to make your office, meetings and overall process welcoming to senior clients. Then, James Hunter of Echelon Wealth tells the story of how cognitive decline has affected his family while sharing lessons learned. Finally, Rona Birenbaum from Caring for Clients shares her Prosperous Practice tip!
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Bonus Episode: Getting on board - A Primer
Prosper
Prosper will be back with brand new episodes in November!
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We'll be back!
Prosper
We’re just wrapping up 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! CONNECT Email: [email protected] Web: | | CREDITS Hosted and produced by Bruce Sellery Mixed and edited by Jason Perrier of Phizzy Studios Editorial direction and visuals by Copyright 2019 Transcontinental Media G.P.
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Episode 4: Entry points and exit strategies
Prosper
Doug Carroll of Meridian Credit Union digs in to all the issues you need to consider to successfully sell your book of business. Then, Paulette Filion of StrategyMarketing.ca talks about improving your discovery process and client meetings, especially when it comes to female clients. `
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Episode 3: All’s well that ends well
Prosper
Family lawyer and mediator Nathalie Boutet explains how to reduce the financial and psychic costs of divorce for clients. Then, philanthropy advisor Gena Rotstein of Karma and Cents provides strategies for how to approach the charitable giving discussion—including discovering clients’ values.
info_outlineThe Covid-19 pandemic has drastically changed how we live and work. We asked litigation lawyer Ellen Bessner to explain how to communicate with clients remotely — while remaining compliant. Then, Patrick Kramer, CEO of BDO Canada, talks about how he manages a 4,000-person team that’s now working from home.
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
Copyright 2020 Newcom Media Inc