The Advanced Financial Planner

Podcasts

Episode 1

David Miller with guest, Russell Todd // 12 Nov 2021

On today’s episode, we will be interviewing Russel 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.

 

Episode 2

David Miller with guest, Diane Dekanic // 12 Nov 2021

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.

 

Episode 3

David Miller with guest, Pat Weir // 12 Nov 2021

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.

 

Episode 4

David Miller with guest, David Christianson // 12 Nov 2021

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.

 

Episode 5

David Miller with guest, Doug MacDonald // 12 Nov 2021

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.

 

Episode 6

David Miller with guest, Gary Korol // 6 Dec 2021

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.

 

Episode 7

David Miller with guest, John Amonson // 20 Dec 2021

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.

 

Episode 8

David Miller with guest, Linda Cartier // 05 Jan 2022

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.