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: [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 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: [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 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: [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 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: [email protected]

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: [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.

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: [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.

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: [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.