24 episodes
Roger & Dan's Retirement Lab Roger Whitney
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- Business
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4.7 • 27 Ratings
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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.
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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.
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
Customer Reviews
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!
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!
Fantastic
I'm a big fan of the Retirement Answer Man, and I'm already enjoying Financial Planner Freedom - another home run from Roger Whitney! He's a super talented guy who's driven to help others and his enthusiasm is contagious. "People don't need new, they need you." Classic.