The Advanced Financial Planner

The Institute of Advanced Financial Planners | David Miller
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The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.

Episodes

  1. 01/05/2022

    The Advanced Financial Planner - Season 1 | Episode 8: David Miller interviews Linda Cartier

    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.

    27 min

  2. 12/06/2021

    The Advanced Financial Planner - Season 1 | Episode 7: David Miller interviews John Amonson

    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.

    36 min

  3. 12/06/2021

    The Advanced Financial Planner - Season 1 | Episode 6: David Miller interviews Gary Korol

    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.

    32 min

  4. 10/26/2021

    The Advanced Financial Planner - Season 1 | Episode 5: David Miller Interviews Doug Macdonald

    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.

    45 min

  5. 10/13/2021

    The Advanced Financial Planner - Season 1 | Episode 4: David Miller Interviews David Christianson

    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

    40 min

  6. 09/28/2021

    The Advanced Financial Planner - Season 1 | Episode 3: David Miller Interviews Pat Weir

    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.

    25 min

  7. 08/27/2021

    The Advanced Financial Planner - Season 1 | Episode 2: David Miller Interviews Diane Dekanic

    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.

    31 min
  8. The Advanced Financial Planner - Season 1 | Episode 1: David Miller interviews Russell Todd

    08/05/2021

    The Advanced Financial Planner - Season 1 | Episode 1: David Miller interviews Russell Todd

    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

    28 min
  • 8 Episodes

About

The Advanced Financial Planner podcast is dedicated to telling the stories and strategies of successful Advanced Financial Planners. A must-listen for advisors looking to improve their skill set or to take their practice to a new level.

Information

  • Creator
    The Institute of Advanced Financial Planners | David Miller
  • Years Active
    2021 - 2022
  • Episodes
    8
  • Rating
    Clean
  • Copyright
    © 2023 The Advanced Financial Planner
  • Show Website
    The Advanced Financial Planner