Episode 5: Run a senior-friendly practice

Episode 5: Run a senior-friendly practice

Prosper

08/11/2019 6:00AM

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