The Advanced Financial Planner - Season 1 | Episode 8: David Miller interviews Linda Cartier
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we’ll be interviewing Linda Cartier, R.F.P., and President of the Academy of Financial Divorce Specialists, and, Financial Decisions Incorporated, on her role as an educator in the community, how being an R.F.P. helped her to become a better financial planner and the strength of the IAFP organization ..read more
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The Advanced Financial Planner - Season 1 | Episode 7: David Miller interviews John Amonson
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we’ll be interviewing John Amonson, R.F.P., and President of Unbiased Financial Services, on his history in the profession, his entrepreneurial spirit, and his client-first, relationship approach to financial planning ..read more
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The Advanced Financial Planner - Season 1 | Episode 6: David Miller interviews Gary Korol
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we will be interviewing Gary Korol, Retired R.F.P, on his role as a Financial Planning Coach and Mentor, the habits that lead to success, and the keys to becoming a competent and confident Financial Planner ..read more
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The Advanced Financial Planner - Season 1 | Episode 5: David Miller Interviews Doug Macdonald
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we will be interviewing Doug Macdonald, founder of Macdonald Shymko & Company, on his life as a financial planner, the secrets to his success, and the importance of the IAFP in his practice and to his clients ..read more
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The Advanced Financial Planner - Season 1 | Episode 4: David Miller Interviews David Christianson
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we will be interviewing David Christianson, from Christianson Wealth Advisors - National Bank Financial Wealth Management, on his history in the financial planning industry, his client-centered approach, and his advice for those new to the profession.   In this interview, David Christianson discusses his new book: Managing The Bull. It can be purchased at Knowledge Bureau, www.knowledgebureau.com ..read more
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The Advanced Financial Planner - Season 1 | Episode 3: David Miller Interviews Pat Weir
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we will be interviewing Pat Weir, R.F.P., from LP Financial Planning Services on how she discovered financial planning, women in the industry, and her client-first approach ..read more
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The Advanced Financial Planner - Season 1 | Episode 2: David Miller Interviews Diane Dekanic
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we will be interviewing Diane Dekanic, fellow R.F.P. and owner of Financial Health Management, on why she became a Registered Financial Planner, the differences between a Financial Planner and a Financial Advisor, and the consequences the wrong choice may have for consumers, and the merits of having an R.F.P. designation ..read more
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The Advanced Financial Planner - Season 1 | Episode 1: David Miller interviews Russell Todd
The Advanced Financial Planner
by Wendy
2y ago
On today’s episode, we will be interviewing Russell Todd, on his history as a financial planner in Canada, and what advanced financial planning means to him. In the interview Russell Todd noted a book that he recommends; more information can be found  by clicking on this link: https://www.amazon.com/Blunder-Wonder-Thunder-Powering-Practice/dp/0981374409 ..read more
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The Advanced Financial Planner - Episode 5
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we will be interviewing Doug MacDonald, founder of Macdonald Shymko & Company, on his life as a financial planner, the secrets to his success, and the importance of the IAFP in his practice and to his clients ..read more
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The Advanced Financial Planner - Episode 4
The Advanced Financial Planner
by The Institute of Advanced Financial Planners | David Miller
2y ago
On today’s episode, we will be interviewing David Christianson, from Christianson Wealth Advisors - National Bank Financial Wealth Management, on his history in the financial planning industry, his client-centered approach, and his advice for those new to the profession.   In this interview, David Christianson discusses his new book: Managing The Bull. It can be purchased at Knowledge Bureau, www.knowledgebureau.com ..read more
Visit website

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