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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:
US CFP Board financial planning definitions
Ontario financial planning legislation
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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
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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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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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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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:
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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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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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In this episode, Jason and his guests, Chris, Craig, and Mitchell, share their ideas and experiences in retirement planning.
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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)
Employee Group Benefit Insight: An Informal Reference Guide
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