Podcasts

Episode 9: The future of wealth management

How you’ll work, how you’ll get paid and how you’ll be regulated. Hear what four financial experts think the next 10 years hold for you

January 23, 2020

Helping you answer client questions on the latest investing trend

January 10, 2020

Dispel the fear of math in clients, and do the math on cross-border taxes

December 5, 2019

Improve your body language and reduce communication risk to boost your client relationships.

November 21, 2019

Make your senior clients feel welcomed, and plan for their unique needs.

November 8, 2019

Have you thought about joining a non-profit or corporate board? Listen to this podcast to learn more.

October 23, 2019

Be sure to subscribe to Prosper so you don’t miss an episode

September 5, 2019

Learn how to improve your client experience and successfully sell your book.

August 21, 2019

A family lawyer explains how to reduce the costs of divorce and a philanthropy expert talks about uncovering clients’ values.

August 14, 2019

Learn how to retain your share of the intergenerational wealth transfer and how to insulate clients’ portfolios from their behavioural biases.

August 8, 2019