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

Dec 9, 2020

Advising Physicians

Dec 9, 2020

1 hr 8 min

Join Jason and financial planner Adrian George as they discuss advising physicians. They discuss Adrian’s path to dealing with physician clients. Adrian’s technical expertise and knowledge of behavioural finance concepts play prominently in his practice.

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Supplementary Materials:

PLAYCHEQUES Financial Solutions

The Paradox Of Choice (Ted Talk)

Predictably Irrational, Revised and Expanded Edition: The Hidden Forces That Shape Our Decisions

On Second Thought: Outsmarting Your Mind's Hard-Wired Habits

Hal Hershfield - UCLA Anderson Board of Advisors Term Chair in Management; Associate Professor of Marketing