Episode Synopsis "Episode 7: Demystify Numbers for Clients"

Vanessa Vakharia, founder of The Math Guru, explains how to take the fear out of money and math conversations. Then, cross-border tax expert David Altro reveals tax traps for snowbirds. Our Prosperous Practice tip this week comes from Leith Wheeler's Cindy Huang as she discusses short-termism.      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.

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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