58 min

The AGILE Financial Planning Process with Roger Whitney The Advisor Of Tomorrow

    • Entrepreneurship

If financial advisors want to build their practices for the future, they are going to need to help their clients develop, implement, and adjust financial plans guiding their journey through life--do more than just investment management and asset allocation.

Roger Whitney, the Retirement Answer Man, shares his AGILE Financial Planning process--this process will help advisors build deeper relationships, better help their clients, and be positioned for the future.

If financial advisors want to build their practices for the future, they are going to need to help their clients develop, implement, and adjust financial plans guiding their journey through life--do more than just investment management and asset allocation.

Roger Whitney, the Retirement Answer Man, shares his AGILE Financial Planning process--this process will help advisors build deeper relationships, better help their clients, and be positioned for the future.

58 min

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