The Advanced Financial Planner

著者： The Institute of Advanced Financial Planners | David Miller
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  • サマリー

  • 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.
    © 2023 The Advanced Financial Planner
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あらすじ・解説

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.
© 2023 The Advanced Financial Planner
経済学
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エピソード
  • The Advanced Financial Planner - Season 1 | Episode 8: David Miller interviews Linda Cartier

    The Advanced Financial Planner - Season 1 | Episode 8: David Miller interviews Linda Cartier
    2022/01/05

    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.
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    27 分
  • The Advanced Financial Planner - Season 1 | Episode 6: David Miller interviews Gary Korol

    The Advanced Financial Planner - Season 1 | Episode 6: David Miller interviews Gary Korol
    2021/12/06

    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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    32 分
  • The Advanced Financial Planner - Season 1 | Episode 7: David Miller interviews John Amonson

    The Advanced Financial Planner - Season 1 | Episode 7: David Miller interviews John Amonson
    2021/12/06

    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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    36 分

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