Prosper

Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. Hosted by celebrated business journalist Bruce Sellery, Prosper provides practical advice for having better client conversations, managing your book of business and improving client outcomes. Prosper is a podcast from Advisor's Edge, Canada’s best magazine for financial advisors who put clients first. Subscribe to Prosper wherever you get your podcasts. Visit advisor.ca/prosper for more details.

Episode 10: Working and leading from home 04/01/2020

Episode 10: Working and leading from home 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. /episode/index/show/prosperpodcast/id/13808087

Episode 9: The future of wealth management 01/24/2020

Episode 9: The future of wealth management 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. /episode/index/show/prosperpodcast/id/12860987

Episode 8: All things ESG 01/10/2020

Episode 8: All things ESG 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. /episode/index/show/prosperpodcast/id/12692687

Episode 7: Demystify Numbers for Clients 12/05/2019

Episode 7: Demystify Numbers for Clients 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. /episode/index/show/prosperpodcast/id/12280778

Episode 6: Communicate better with clients 11/21/2019

Episode 6: Communicate better with clients 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. /episode/index/show/prosperpodcast/id/12124448

Episode 5: Run a senior-friendly practice 11/08/2019

Episode 5: Run a senior-friendly practice 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! /episode/index/show/prosperpodcast/id/11952518

Bonus Episode: Getting on board - A Primer 10/30/2019

Bonus Episode: Getting on board - A Primer Prosper will be back with brand new episodes in November! /episode/index/show/prosperpodcast/id/11743376

We'll be back! 09/03/2019

We'll be back! 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. /episode/index/show/prosperpodcast/id/11108456

Episode 4: Entry points and exit strategies 08/22/2019

Episode 4: Entry points and exit strategies 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. ` /episode/index/show/prosperpodcast/id/10927865

Episode 3: All’s well that ends well 08/15/2019

Episode 3: All’s well that ends well 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. /episode/index/show/prosperpodcast/id/10874781

Episode 2: Keeping clients, and keeping them on track 08/08/2019

Episode 2: Keeping clients, and keeping them on track We hear from Dr. Lisa Kramer, professor at the University of Toronto, about the behavioural biases that can wreak havoc with your clients’ financial plans. Then, Mike Foy of J.D. Power talks about the ongoing trillion-dollar intergenerational wealth transfer. How can you make sure those assets don’t walk out the door? (Listener note: Foy refers to Canadian stats in his interview.) /episode/index/show/prosperpodcast/id/10795517

Episode 1: Knowing your niche—and yourself 07/25/2019

Episode 1: Knowing your niche—and yourself Bruce Sellery speaks with Judy Paradi, partner at StrategyMarketing.ca, about how identifying your unconscious biases can improve your conversations with clients and prospects. Then, James Pollard, owner of The Advisor Coach, talks about how working with niche clients can help you build a better practice. /episode/index/show/prosperpodcast/id/10621535

Introducing: Prosper 07/15/2019

Introducing: Prosper ntroducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients. /episode/index/show/prosperpodcast/id/10531862

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