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.
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.
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.
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.
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.
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.