32 min
Run a senior-friendly practice Prosper
-
- Business
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!
CONNECT
Email: news.advisor@tc.tc
Web: advisor.ca/prosper
Twitter | Facebook | LinkedIn
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 2019 Newcom Media Inc.
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!
CONNECT
Email: news.advisor@tc.tc
Web: advisor.ca/prosper
Twitter | Facebook | LinkedIn
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 2019 Newcom Media Inc.
32 min
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