10 episodes

In the Financial Planner Freedom podcast, Roger Whitney 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.

Financial Planner Freedom Roger Whitney

    • Careers
    • 5.0, 12 Ratings

In the Financial Planner Freedom podcast, Roger Whitney 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.

Customer Reviews

5.0 out of 5
12 Ratings

12 Ratings

PeterSCam ,

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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