ZARZA We are Zarza, the prestigious firm behind major projects in information technology.
Listen "Episode 4: Entry points and exit strategies"
Episode Synopsis
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.
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Episode 9: The future of wealth management
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Episode 8: All things ESG
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Episode 7: Demystify Numbers for Clients
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Episode 6: Communicate better with clients
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Episode 5: Run a senior-friendly practice
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Bonus Episode: Getting on board - A Primer
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We'll be back!
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Episode 3: All's well that ends well
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