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Prosper

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Introducing Prosper, a podcast brought to you by Advisor's Edge magazine, and Advisor.ca. Hosted by celebrated business journalist Bruce Sellery, Prosper discusses the issues impacting financial advisors in Canada and provides practical advice.

Introducing Prosper, a podcast brought to you by Advisor's Edge magazine, and Advisor.ca. Hosted by celebrated business journalist Bruce Sellery, Prosper discusses the issues impacting financial advisors in Canada and provides practical advice.
More Information

Location:

United States

Description:

Introducing Prosper, a podcast brought to you by Advisor's Edge magazine, and Advisor.ca. Hosted by celebrated business journalist Bruce Sellery, Prosper discusses the issues impacting financial advisors in Canada and provides practical advice.

Twitter:

@advisorca

Language:

English

Contact:

905-259-9273


Episodes

We'll be back!

9/3/2019
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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...

Duration:00:01:59

Episode 4: Entry points and exit strategies

8/22/2019
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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. 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...

Duration:00:32:48

Episode 3: All’s well that ends well

8/15/2019
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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. 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...

Duration:00:33:01

Episode 2: Keeping clients, and keeping them on track

8/8/2019
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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.) CREDITS Hosted and produced by Bruce Sellery Mixed and edited by Jason Perrier of Phizzy...

Duration:00:36:08

Episode 1: Knowing your niche—and yourself

7/25/2019
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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. Connect Email: news.advisor@tc.tc Web: advisor.ca/prosper Twitter | Facebook | LinkedIn Subscribe Apple Podcasts Google Podcasts Stitcher CREDITS Hosted and produced by Bruce...

Duration:00:35:31

Introducing: Prosper

7/15/2019
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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....

Duration:00:01:00