Cover art for podcast The Agile Financial Planner

The Agile Financial Planner

22 EpisodesProduced by Roger WhitneyWebsite

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, w… read more

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Expense vs. Investment and Leaning into the J-Curve

August 7th, 2020

20:41

How you approach business spending will define your growth.

How to Take Massive Action to Improve Your Planning Business

July 17th, 2020

18:20

In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.

 

 

 

Don't Make it So Complicate: How to Create Elegant Simplicity

June 3rd, 2020

15:55

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

April 9th, 2020

32:59

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

Do’s and Don’t During Tumultuous Markets, Ep # 18 

March 16th, 2020

32:12

I’ve been in this business for 28 years and I’ve been through some crazy markets. We all know the markets go up and down, but sometimes when they are down it can be hard to see the forest for the trees. On this episode, …

What is the True Role of a Financial Advisor? Ep # 17 

March 2nd, 2020

17:08

Have you ever considered what the role of a financial advisor really is? I read a Tweet recently in which a financial advisor said if you aren’t …

How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16

February 17th, 2020

36:25

You’re a highly-skilled financial planner, you’ve worked hard to build your practice, and you’re good at what you do, but do you know how to market yourself? How do you find your ideal clients? One of the biggest …

Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15

January 20th, 2020

28:21

In today’s world, being a good financial planner is not simply about helping clients make smart financial choices, you also need to be able to help them make good life decisions. Being a great financial planner is means …

How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14

January 6th, 2020

31:01

How you talk to people matters. You may have the best information, but if nobody is listening it won’t matter. Early on in the days of the Retirement Answer Man podcast, I worked with a professional audio coach. She …

The Organizational Systems That Keep Me Productive, Ep # 13

December 23rd, 2019

21:15

The agile financial planning method creates a fluid, ever-changing environment so I need organizational systems in place that can adapt to constant change. People wonder how I manage to get it all done. I have 2 …

What is the True Role of a Financial Advisor? Ep #12

December 16th, 2019

15:42

What is your true role as a financial advisor? On this episode of The Agile Financial Planner we’ll examine the decision making process so you can …

Time Management Strategies You Can Implement Now, Ep # 11

December 9th, 2019

21:42

Of course, you want the practice of your dreams, but you already have a full day working as a financial planner. How will you ever find the time to …

After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10

November 25th, 2019

27:02

Finally, your financial planner career path is starting to take off. The beginning of a financial planning career is a lot like being in the Hunger …

What do Free Trading Fees Mean for Financial Advisors? Ep # 9

November 11th, 2019

10:37

Are you worried about the trend toward free trading fees among custodians? It seems that custodians are in a race to the bottom. Many have now cust the costs of their transactions to zero. That’s great from the clients’ …

SMART Sprints: A Tool for Client Accountability

October 28th, 2019

19:28

Keeping up with client accountability can be tricky. Sometimes they just don’t follow through. Have you ever left a client meeting and wondered if …

Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7  

October 21st, 2019

21:34

In the last episode, I spoke about the 5 pillars of the Agile Financial Planning process. It sounds great when you first hear it - and there’s nothing about it that is complicated or confusing. But you may not see right …

The 5 Principles of Agile Financial Planning

October 7th, 2019

17:08

Do you use an agile financial planning process? If you’re listening to this show you are probably interested in creating the practice of your dreams that serves both your clients and your family. In doing so, you need …

No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5

September 23rd, 2019

14:41

Think for just a moment about the typical way we planners and advisors engage our clients in the financial planning process. If they aren’t number people who really like the details, they are likely bored out of their …

Resources to Help You Grow Your Financial Planning Business, Ep #4

September 16th, 2019

21:05

Your financial planning business has all kinds of potential - but if you do things the way they’ve always been done, you’ll see very little of it come into being. Why? Because the world has changed, my friend. The tried …

My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3

September 9th, 2019

13:40

There is a lot of what I’d call, “Financial Planner Groupspeak” out there. Some of it was good and OK to follow, some of it is not so good. 

If you …

You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2  

September 2nd, 2019

20:49

When I say that you are an artist as a financial planner, I know that many of you immediately think I’ve gone off the deep end of psycho-babble and …

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