The Advanced Financial Planner
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
8 episodes
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 t...
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Season 1
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Episode 8
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26:59
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.
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Season 1
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Episode 6
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31:43
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.
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Season 1
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Episode 7
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36:06
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 ...
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Season 1
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Episode 5
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45:26
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 fi...
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Season 1
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Episode 4
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39:53
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.
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Season 1
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Episode 3
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24:32
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 an...
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Season 1
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Episode 2
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31:08
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...
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Season 1
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Episode 1
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28:20
