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: news.advisor@tc.tc

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.

Entry points and exit strategies

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Introducing Prosper, a practice management podcast that will help Canadian financial advisors improve the way they serve clients.

Hosted by celebrated business journalist Bruce Sellery, Prosper provides practical advice for having better client conversations, managing your book of business and improving client outcomes.

Prosper is a podcast from Advisor's Edge, Canada’s best magazine for financial advisors who put clients first. 

Subscribe to Prosper wherever you get your podcasts. Visit advisor.ca/prosper for more details.

Entry points and exit strategies

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