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The Advanced Financial Planner - Season 1 | Episode 2: David Miller Interviews Diane Dekanic

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Manage episode 300893582 series 2969764
Content provided by The Institute of Advanced Financial Planners | David Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Institute of Advanced Financial Planners | David Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On today’s episode, we will be interviewing Diane Dekanic, fellow R.F.P. and owner of Financial Health Management, on why she became a Registered Financial Planner, the differences between a Financial Planner and a Financial Advisor, and the consequences the wrong choice may have for consumers, and the merits of having an R.F.P. designation.

  continue reading

8 episodes

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Manage episode 300893582 series 2969764
Content provided by The Institute of Advanced Financial Planners | David Miller. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Institute of Advanced Financial Planners | David Miller or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

On today’s episode, we will be interviewing Diane Dekanic, fellow R.F.P. and owner of Financial Health Management, on why she became a Registered Financial Planner, the differences between a Financial Planner and a Financial Advisor, and the consequences the wrong choice may have for consumers, and the merits of having an R.F.P. designation.

  continue reading

8 episodes

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