Industry executives and leading advisors recommend tools and resources you need to grow your practice, and trends you need to know about. Brought to you by Sun Life.
October 16, 2019
Industry executives and leading advisors recommend tools and resources you need to grow your practice, and trends you need to know about. Brought to you by Sun Life.
October 16, 2019In the last episode of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business Development at Sun Life discuss that disruption is an opportunity.
In the second of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business Development at Sun Life discuss ways that advisors can build trust and deliver the advice clients need.
In the first of this 3-part series, Jillian Farrow, Director of Strategic Business Development at Sun Life, and Wayne Miller, AVP of Strategic Business Development at Sun Life discuss disruption
Amal Masri, Senior Business Development Manager and Emile McLean, Director of Strategic Business Development share their tips for doing client segmentation properly
Introducing Prosper, a practice management podcast from Advisor's Edge. Hosted by business journalist Bruce Sellery.
Access the experts when you need them. Portfolio managers and industry specialists share their expertise in a bi-weekly podcast.