CE Drive with Jason Watt

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Get all your Continuing Education credits for Canadian Financial Planners, Investment Advisors, and Insurance Agents in a podcast! Subscribe at bccquiz.online for the quiz.

Episodes

Jun 20, 2021

Advice-Only Planning

Jun 20, 2021

1hr 2 min

Financial planner Julia Chung joins Jason to discuss operating an advice-only financial planning practice.

Subscribe at the CE Drive Podcast Page to get access to Quizzes!

Supplementary Materials:

Spring Plans

Financial Planning Association of Canada

Advice-Only Planners

Neuroscience, Leadership and David Rock's SCARF Model

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