12 episodes

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.

Prosper Advisor's Edge

    • Investing

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 9: The future of wealth management

    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.

    • 51 min
    Episode 8: All things ESG

    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.

    • 35 min
    Episode 7: Demystify Numbers for Clients

    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.   

    • 32 min
    Episode 6: Communicate better with clients

    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.

    • 38 min
    Episode 5: Run a senior-friendly practice

    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!

    • 32 min
    Bonus Episode: Getting on board - A Primer

    Bonus Episode: Getting on board - A Primer

    Prosper will be back with brand new episodes in November!

    Have you thought about joining a non-profit or corporate board?

    At our annual event, 'Women in the Financial Industry', Maureen Jensen, chair and CEO of the Ontario Securities Commission, spoke with our Editorial Director, Melissa Shin, in a special fireside chat entitled 'Getting on board”. We hope you enjoy this as much as we did!

    • 31 min

Customer Reviews

Habsfan11 ,

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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