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
Retirement Planning Scenarios
Deciphering Cryptocurrency II
Deciphering Cryptocurrency I
The Truth About Health Care Preferences
Understanding the Leasing Business
Health Spending Accounts: A Deep Dive
Retirement Income Planning
TPAs and Other Acronyms You Need to Know
Nerding Out on Group Benefits
AML: Why it Matters
RDSP Specialist
Retirement Compensation Arrangement
Estate Planning Challenges for Financial Advisors
Introducing the CPP Calculator
Freelancing in Financial Planning
Workers Compensation Claims
Content Marketing and Client Communication
Group Benefits: Communication and Risk
Incapacity Planning
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