The Agile Financial Planner

By Roger Whitney

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.

  1. 1.
    Why Do Clients Hire Us with Tanya Nichols
  2. 2.
    Expense vs. Investment and Leaning into the J-Curve
  3. 3.
    How to Take Massive Action to Improve Your Planning Business
  4. 4.
    Don't Be a Squirrel
  5. 5.
    Don't Make it So Complicate: How to Create Elegant Simplicity
  6. 6.
    How fpPathfinder Can Allow You Help Clients Make Better Decisions
  7. 7.
    Do’s and Don’t During Tumultuous Markets, Ep # 18 
  8. 8.
    What is the True Role of a Financial Advisor? Ep # 17 

Listen to The Agile Financial Planner now.

Listen to The Agile Financial Planner in full in the Spotify app