Where can I listen to this podcast?

This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.

Does this podcast accept guests?

Yes, this podcast regularly features guests.

Prosper

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by Advisor's Edge

13 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇨🇦

Podcast Overview

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.

Language

🇺🇲

Publishing Since

7/15/2019

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Recent Episodes

April 1, 2020

Episode 10: Working and leading from home

The Covid-19 pandemic has drastically changed how we live and work. We asked <a href= "https://www.babinbessnerspry.com/people/ellen-bessner/"> litigation lawyer Ellen Bessner</a> to explain how to communicate with clients remotely — while remaining compliant. Then, <a href= "https://www.bdo.ca/en-ca/our-people/pat-kramer-1/">Patrick Kramer, CEO of BDO Canada</a>, 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 <a href="https://www.advisor.ca/contact-us/">the Advisor’s Edge team</a> Copyright 2020 Newcom Media Inc

January 24, 2020

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 <a href= "https://www.advisor.ca/">Advisor’s Edge</a>; Fern Karsh, policy counsel with <a href="https://faircanada.ca/">FAIR Canada</a>; Cary List, president and CEO of <a href="https://www.fpcanada.ca/">FP Canada</a>; and Greg Pollock, president and CEO of <a href="http://www.advocis.ca/">Advocis</a>. CREDITS Hosted and produced by Bruce Sellery Mixed and edited by Jason Perrier of Phizzy Studios Editorial direction and visuals by <a href="https://www.advisor.ca/contact-us/">the Advisor’s Edge team</a> Copyright 2020 Newcom Media Inc.

January 10, 2020

Episode 8: All things ESG

<a href="https://www.goodinvesting.com/about">Tim Nash</a>, 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 <a href="https://www.advisor.ca/contact-us/">the Advisor’s Edge team</a> Copyright 2019 Newcom Media Inc.

13 total episodes available

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Frequently asked questions

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What is Prosper?: 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.
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Yes, this podcast regularly features guests.

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