Episode Synopsis "Episode 9: The future of wealth management"

We ask four financial services leaders to review the decade that was while predicting what financial advice could look like in the coming years. Hear from Melissa Shin, editorial director of Advisor’s Edge; Fern Karsh, policy counsel with FAIR Canada; Cary List, president and CEO of FP Canada; and Greg Pollock, president and CEO of Advocis.   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 2020 Newcom Media Inc.

Listen "Episode 9: The future of wealth management"

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