Roger & Dan's Retirement Lab Roger Whitney
-
- Business
Welcome to Roger & Dan’s Retirement Lab. the podcast where two seasoned retirement planners, Roger Whitney & Dan Haylett, work to create premier human-first retirement planning firms. We discuss the latest trends, best practices, and strategies to help you improve your planning and practice management skills.
In each episode, Roger and Dan explore 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. They also share 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, “Roger & Dan’s Retirement Lab" 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.
-
Why Do Clients Hire Us with Tanya Nichols
Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.
-
Expense vs. Investment and Leaning into the J-Curve
How you approach business spending will define your growth.
-
How I Focus to Move the Needle in My Business
In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.
-
Don't Be a Squirrel
How to use agile financial planning to focus your business and clients
-
Don't Make it So Complicate: How to Create Elegant Simplicity
Our job as financial planners is to help our clients define their A-Z and then get them there fast and efficiently.
How to create Elegant Simplicity -
How fpPathfinder Can Allow You Help Clients Make Better Decisions
Roger Whitney chats with Michael Lecours, co-founder of fpPathfinder about the importance of checklists and decisions trees in financial planning. www.fppathfinder.com
Connect with Roger on Twitter @roger_whitney