CE Drive with Jason Watt
Should My Client Incorporate?

Should My Client Incorporate?

October 24, 2019

Join Jason and Ray as they discuss the benefits of incorporation for a medical professional. They also discuss the state of regulation of financial planning and financial advice.

 

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Supplementary Materials:

Corporate Tax Rates

Ontario Consultation

US CFP Board financial planning definitions

Ontario financial planning legislation

Manitoba personal tax rates

Getting Started

Getting Started

October 10, 2019
  • Join Jason and his guests Mitchell and Garrett as they discuss buying a block of investment business, and getting clients used to hearing retirement advice from a young advisor.

 

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Supplementary Materials:

How To Structure Your Earn Out (Without Getting Burned)

Serving Clients Through Needs-Based Sales Practices

Projection-Free Financial Planning To Avoid A False Sense Of Precision

Projection Assumption Guidelines

Client Name and Nominee Name Accounts 

Kitces and Carl Podcast

Unconventional Solutions

Unconventional Solutions

September 30, 2019

 

In this episode, our guests, Mitchell and Megan, each has a unique story about using unconventional methods to help their clients get the most out of their services.

 

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Capacity Concerns

Capacity Concerns

September 9, 2019

In this episode, Jason and his guests, Derek and Dawn, share their experiences in dealing with clients who may be experiencing diminishing mental capacity.

Supplementary Materials:

Mental Health & The Financial Advice Relationship

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Demonstrating Needs to Clients

Demonstrating Needs to Clients

August 21, 2019

In this episode, Jason and his guests, Nathen and Kelley, talked about using elements of the financial planning process to bring values to their clients.

 

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Financial Planning Concepts

Financial Planning Concepts

June 11, 2019

In this episode, Jason and his guests, Shyam and Chris, discussed two specific financial planning cases. One of them is about clients who are small business owners and the other about clients who are relocating to Canada from the U.S. 

Supplementary Materials:

Serre Financial 

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Registered Disability Savings Plan

Registered Disability Savings Plan

April 25, 2019

In this episode, Jason and his guests, Craig and Ian, revisit financial planning for people with disabilities, specifically regarding the Registered Disability Savings Plan.

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Bonus Episode: CFP Board Conference

Bonus Episode: CFP Board Conference

April 25, 2019

In this bonus episode, Jason is on location at the CFP Board Conference with Ryan and Tanya. They share their experiences at the conference and their favorite sections.  

Supplementary Materials:

Money Beliefs and Financial Behaviors: Development of the Klontz Money Script Inventory

FTA (Financial Therapy Association)

Financial Consumer Agency of Canada

CFP Board 2019 ACADEMIC RESEARCH COLLOQUIUM

Financial Planning Research Highlights From The 2019 CFP Board Academic Research Colloquium

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Retirement Planning

Retirement Planning

April 8, 2019

In this episode, Jason and his guests, Chris, Craig, and Mitchell, share their ideas and experiences in retirement planning.

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Optimizing Client Value

Optimizing Client Value

March 7, 2019

In this episode, Jason and his guests, Megan and Russ, talk about how to optimize your value for your clients.

Supplementary Materials:

CGIB (Canadian Group Insurance Brokers)

The Benefits Corner Podcast

Employee Group Benefit Insight: An Informal Reference Guide

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