24 episodes
The Agile Financial Planner Roger Whitney
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- Business
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4.7 • 27 Ratings
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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.
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.