24 episodes

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.

The Agile Financial Planner Roger Whitney

    • Investing
    • 4.7 • 26 Ratings

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.

    Why Do Clients Hire Us with Tanya Nichols

    Why Do Clients Hire Us with Tanya Nichols

    Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.

    • 57 min
    Expense vs. Investment and Leaning into the J-Curve

    Expense vs. Investment and Leaning into the J-Curve

    How you approach business spending will define your growth.

    • 20 min
    How I Focus to Move the Needle in My Business

    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.
     
     
     

    • 18 min
    Don't Be a Squirrel

    Don't Be a Squirrel

    How to use agile financial planning to focus your business and clients

    • 18 min
    Don't Make it So Complicate: How to Create Elegant Simplicity

    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

    • 15 min
    How fpPathfinder Can Allow You Help Clients Make Better Decisions

    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

    • 32 min

Customer Reviews

4.7 out of 5
26 Ratings

26 Ratings

goingtotryit ,

Great

Great podcast!

spaztikjohns ,

Fantastic!

I wish I had this podcast available to me 5 years ago. I am excited to transform my business with Rogers help. Thank you for all that you are doing for the industry!

DKuzma11 ,

Stop Listening to the Other Guys and Stick with Roger

Roger’s new podcast should be at the top of your list if you want to grow your advisory firm and learn from one of the best in the industry. I’m looking forward to embarking on this new journey Roger is offering to us to take on! Don’t miss this!

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