Prosper

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

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.

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.

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.

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.

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.

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.

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.

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 direction and visuals by the Advisor’s Edge team Copyright 2019 Transcontinental Media G.P.

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 Studios Editorial direction and visuals by the Advisor’s Edge team Copyright 2019 Transcontinental Media G.P.

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 Studios Editorial direction and visuals by the Advisor’s Edge team Copyright 2019 Transcontinental Media G.P.

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 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.

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.