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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 provide... Read more

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Episode 10: Working and leading from home

Episode 10: 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... Read more

1 Apr 2020

28mins

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Episode 9: The future of wealth management

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 l... Read more

24 Jan 2020

51mins

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Episode 8: All things ESG

Episode 8: All things ESG

Tim Nash, the founder of Good Investing, discusses the growth of ESG and explains how linking investments to values can ... Read more

10 Jan 2020

35mins

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Episode 7: Demystify Numbers for Clients

Episode 7: Demystify Numbers for Clients

Vanessa Vakharia, founder of The Math Guru, explains how to take the fear out of money and math conversations. Then, cro... Read more

5 Dec 2019

32mins

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Episode 6: Communicate better with clients

Episode 6: Communicate better with clients

Body language expert Mark Bowden provides tips on projecting a trustworthy posture through gesture and stance. Then, li... Read more

21 Nov 2019

38mins

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Episode 5: Run a senior-friendly practice

Episode 5: Run a senior-friendly practice

Rhonda Latreille of Age-Friendly Business explains how to make your office, meetings and overall process welcoming to se... Read more

8 Nov 2019

32mins

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Bonus Episode: Getting on board - A Primer

Bonus Episode: 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 boar... Read more

30 Oct 2019

31mins

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We'll be back!

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.  ... Read more

3 Sep 2019

1min

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Episode 4: Entry points and exit strategies

Episode 4: Entry points and exit strategies

Doug Carroll of Meridian Credit Union digs in to all the issues you need to consider to successfully sell your book of b... Read more

22 Aug 2019

32mins

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Episode 3: All’s well that ends well

Episode 3: All’s well that ends well

Family lawyer and mediator Nathalie Boutet explains how to reduce the financial and psychic costs of divorce for clients... Read more

15 Aug 2019

33mins

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