The Advanced Financial Planner

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.

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.

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.

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, [https://macdonaldshymko.com/] 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.

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, [https://www.nbfwm.ca/advisor/christianson-wealth-advisors.html] 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