The Agile Financial Planner Roger Whitney
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In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning process, team-building, and the best systems and processes to leverage your time. And, of course, you will learn how to do it all compliantly.
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Why Do Clients Hire Us with Tanya Nichols
Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.
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Expense vs. Investment and Leaning into the J-Curve
How you approach business spending will define your growth.
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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.
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Don't Be a Squirrel
How to use agile financial planning to focus your business and clients
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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.
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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