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Listen "Episode 3: All's well that ends well"
Episode Synopsis
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.
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Episode 10: Working and leading from home
01/04/2020
Episode 9: The future of wealth management
24/01/2020
Episode 8: All things ESG
10/01/2020
Episode 7: Demystify Numbers for Clients
05/12/2019
Episode 6: Communicate better with clients
21/11/2019
Episode 5: Run a senior-friendly practice
08/11/2019
Bonus Episode: Getting on board - A Primer
30/10/2019
We'll be back!
03/09/2019
Episode 4: Entry points and exit strategies
22/08/2019
In God we trust