The Agile Financial Planner
A podcast by Roger Whitney
Categories:
24 Episodes
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Why Do Clients Hire Us with Tanya Nichols
Published: 13/10/2020 -
Expense vs. Investment and Leaning into the J-Curve
Published: 07/08/2020 -
How to Take Massive Action to Improve Your Planning Business
Published: 17/07/2020 -
Don't Be a Squirrel
Published: 30/06/2020 -
Don't Make it So Complicate: How to Create Elegant Simplicity
Published: 03/06/2020 -
How fpPathfinder Can Allow You Help Clients Make Better Decisions
Published: 09/04/2020 -
Do’s and Don’t During Tumultuous Markets, Ep # 18
Published: 16/03/2020 -
What is the True Role of a Financial Advisor? Ep # 17
Published: 02/03/2020 -
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
Published: 17/02/2020 -
Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15
Published: 20/01/2020 -
How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14
Published: 06/01/2020 -
The Organizational Systems That Keep Me Productive, Ep # 13
Published: 23/12/2019 -
What is the True Role of a Financial Advisor? Ep #12
Published: 16/12/2019 -
Time Management Strategies You Can Implement Now, Ep # 11
Published: 09/12/2019 -
After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10
Published: 25/11/2019 -
What do Free Trading Fees Mean for Financial Advisors? Ep # 9
Published: 11/11/2019 -
SMART Sprints: A Tool for Client Accountability
Published: 28/10/2019 -
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
Published: 21/10/2019 -
The 5 Principles of Agile Financial Planning
Published: 07/10/2019 -
No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5
Published: 23/09/2019
Welcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the technical side of things. He also shares real-life case studies, interviews with industry experts, and practical tips to help you stay ahead of the curve and provide the best possible service to your clients. Whether you're a seasoned retirement planner looking to sharpen your skills or a newcomer to the field seeking guidance, “The Agile Financial Planner" has something for everyone. So, sit back, grab a cup of coffee, and join us on this exciting journey to revolutionize the way you approach retirement planning.