Prosper

Advisor's Edge

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.

  1. 2020. 04. 01.

    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

  2. 2020. 01. 24.

    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.

  3. 2020. 01. 10.

    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.

  4. 2019. 12. 05.

    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.

  5. 2019. 11. 21.

    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.

  6. 2019. 11. 08.

    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.

  7. 2019. 10. 30. ·  보너스

    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? Maureen Jensen, chair and CEO of the Ontario Securities Commission, has served on many boards throughout her career. In this candid talk, Jensen shares what to expect as a board member, ideas for strategically finding opportunities and how to add value at the board table.  This special episode is based on a live recording of the session "Getting on board" at the Women in the Financial Industry event held on Sept. 18, 2019.   CONNECT Email: news.advisor@tc.tc Web: advisor.ca/prosper   Twitter | Facebook | LinkedIn   CREDITS Mixed and edited by Jason Perrier of Phizzy Studios Editorial direction and visuals by the Advisor's Edge team Copyright 2019 Newcom Media Inc.

  8. 2019. 09. 03. ·  보너스

    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: 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 Transcontinental Media G.P.

모두 보기(13개)

예고편

소개

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.

정보

  • 제작진
    Advisor's Edge
  • 방송 연도
    2019년 - 2020년
  • 에피소드
    13
  • 등급
    전체 연령 사용가
  • 저작권
    © 2019 Advisor's Edge
  • 웹사이트 보기
    Prosper