The Advanced Financial Planner

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.

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.

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.

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.

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 Knowle

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.

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.

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