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
Corporate Divorces and Butterflies
Small Town Pharmacist and Benefit Plans
VIP Health Insurance
Commercial Real Estate Demystified
Understanding Realtors
Estate Planning Collaboration
AML in Real Life
Designing Small Group Products
Maintaining Standards at FP Canada
CFRs and OAs
Creditor Insurance Watchdogs
Secrets of the FHSA and OAS
Episode Delay Notice
How Comedy Drove Me to Financial Planning
Planning for a Child with a Disability
Appropriate Leverage using Insurance
Catastrophic and Routine Risks in Benefits Plans
Using a Digital Asset Manager
Investment Advice in a Fee Only World
Implementing the IPP and RCA
Advice Only Planning and DIY Investors
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