13 episodes
Prosper Advisor's Edge
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- Business
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4.8 • 8 Ratings
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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.
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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.
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 -
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.
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. -
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.
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. -
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.
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. -
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.
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.
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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!
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.
Customer Reviews
Worth a Listen!
I’m really enjoying this podcast. It covers a wide variety of topics and Bruce is a great host.
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