The Agile Financial Planner
By Roger Whitney
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Image by Roger Whitney
Category: Investing
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Subscribers: 5
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Episodes: 24
Description
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.
| Episode | Date |
|---|---|
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Why Do Clients Hire Us with Tanya Nichols
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Oct 13, 2020 |
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Expense vs. Investment and Leaning into the J-Curve
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Aug 07, 2020 |
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How to Take Massive Action to Improve Your Planning Business
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Jul 17, 2020 |
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Don't Be a Squirrel
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Jun 30, 2020 |
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Don't Make it So Complicate: How to Create Elegant Simplicity
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Jun 03, 2020 |
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How fpPathfinder Can Allow You Help Clients Make Better Decisions
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Apr 09, 2020 |
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Do’s and Don’t During Tumultuous Markets, Ep # 18
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Mar 16, 2020 |
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What is the True Role of a Financial Advisor? Ep # 17
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Mar 02, 2020 |
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How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
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Feb 17, 2020 |
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Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15
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Jan 20, 2020 |
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How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14
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Jan 06, 2020 |
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The Organizational Systems That Keep Me Productive, Ep # 13
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Dec 23, 2019 |
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What is the True Role of a Financial Advisor? Ep #12
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Dec 16, 2019 |
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Time Management Strategies You Can Implement Now, Ep # 11
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Dec 09, 2019 |
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After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10
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Nov 25, 2019 |
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What do Free Trading Fees Mean for Financial Advisors? Ep # 9
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Nov 11, 2019 |
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SMART Sprints: A Tool for Client Accountability
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Oct 28, 2019 |
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Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
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Oct 21, 2019 |
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The 5 Principles of Agile Financial Planning
|
Oct 07, 2019 |
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No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5
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Sep 23, 2019 |
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Resources to Help You Grow Your Financial Planning Business, Ep #4
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Sep 16, 2019 |
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My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3
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Sep 09, 2019 |
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You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2
|
Sep 02, 2019 |
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Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1
|
Aug 23, 2019 |