McGuire Wealth Management

Importance of working with a Certified Financial Planner – The Bankers’ Secret #105

November 21, 2020 Margaret Season 1 Episode 5
McGuire Wealth Management
Importance of working with a Certified Financial Planner – The Bankers’ Secret #105
Chapters
McGuire Wealth Management
Importance of working with a Certified Financial Planner – The Bankers’ Secret #105
Nov 21, 2020 Season 1 Episode 5
Margaret

Join Glen Zacher, CFP with his guest  John Moakler 

I always related to my own experience, when I want to seek out a specialist, like a doctor for surgery or a dentist to have a root canal performed, I want to make sure they have lots of letters after their name.   

So you need to have a specialist not only should your financial planner at least have their CFP or certified financial planners' designation, but they need to belong to an accredited Financial Planning Association, like Abacus 

Too, often people are putting themselves out as a financial planner, and they do not have their designations and that's going to change as governments across Canada are now starting to regulate the financial planning industry 

📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/ 
The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio) 
Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio) 
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash 
Lots more books to review. 

📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 

💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept: 

CONTACT US- 
📧 contacting our office - [email protected] and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 Kelowna Ph: 778.738.8321 Toronto Ph: 647.417.0601 Toll Free: 1.877.364.8204 

 

Show Notes

Join Glen Zacher, CFP with his guest  John Moakler 

I always related to my own experience, when I want to seek out a specialist, like a doctor for surgery or a dentist to have a root canal performed, I want to make sure they have lots of letters after their name.   

So you need to have a specialist not only should your financial planner at least have their CFP or certified financial planners' designation, but they need to belong to an accredited Financial Planning Association, like Abacus 

Too, often people are putting themselves out as a financial planner, and they do not have their designations and that's going to change as governments across Canada are now starting to regulate the financial planning industry 

📚 RESOURCES - Great Reads and Audio - https://mcguirefinancial.ca/shop/ 
The Bankers' Secret by Glen Zacher, CFP & J Lowe (Book and/or Audio) 
Becoming Your Own Banker by R. Nelson Nash (Book and/or Audio) 
The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash 
Lots more books to review. 

📌 Official IBC Practitioner Representative Website of The Nelson Nash Institute: https://www.mcguirefinancial.ca 

💸 Looking for a Certified Financial Advisor? Learn about "The Bankers' Secret" based on Becoming Your Own Banker - The Infinite Banking Concept: 

CONTACT US- 
📧 contacting our office - [email protected] and setup your 30 min review or phone 📞Head Office Edmonton Ph:780.462.1289 Calgary Ph: 403.538.6898 Kelowna Ph: 778.738.8321 Toronto Ph: 647.417.0601 Toll Free: 1.877.364.8204