Episode Synopsis "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 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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More episodes of the podcast Prosper

• Episode 10: Working and leading from home
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• Bonus Episode: Getting on board - A Primer
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• Episode 4: Entry points and exit strategies
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• Episode 2: Keeping clients, and keeping them on track
• Episode 1: Knowing your niche—and yourself
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