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
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28mins
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
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51mins
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
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35mins
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
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32mins
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
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38mins
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
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32mins
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
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31mins
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
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1min
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
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32mins
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
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33mins