Episode Synopsis "Episode 5: Run a senior-friendly practice"
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.
Listen "Episode 5: Run a senior-friendly practice"
More episodes of the podcast Prosper
- Episode 10: Working and leading from home
- Episode 9: The future of wealth management
- Episode 8: All things ESG
- Episode 7: Demystify Numbers for Clients
- Episode 6: Communicate better with clients
- Episode 5: Run a senior-friendly practice
- Bonus Episode: Getting on board - A Primer
- We'll be back!
- Episode 4: Entry points and exit strategies
- Episode 3: All’s well that ends well
- Episode 2: Keeping clients, and keeping them on track
- Episode 1: Knowing your niche—and yourself
- Introducing: Prosper