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.
Apr 1, 2020
28 min
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.
Jan 24, 2020
51 min
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.
Jan 10, 2020
35 min
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.
Dec 5, 2019
32 min
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.
Nov 21, 2019
38 min
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!
Nov 8, 2019
32 min
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!
Oct 30, 2019
31 min
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: [email protected] 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.
Sep 3, 2019
1 min
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. `
Aug 22, 2019
32 min
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.
Aug 15, 2019
33 min
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