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 to understand how to best help your clients while being able to achieve your own financial goals. In this episode of Financial Planner Freedom, you’ll learn why agile financial planning is the best way to serve your clients and yourself.Outline of This Episode
There is a trend downward in asset management fees that is largely driven by financial advisors who would rather work with cheaper investment tools than cut their own fees.
I think this downward spiral will soon spill over to advisors and planners. There will be a race to the bottom in fees if you want to compete as a financial advisor.
If you don’t want to participate in the race to the bottom (maybe you enjoy feeding your family) then you’ll have to think about how you add value to people’s lives and be able to articulate that to your clients.How can you use agile project management to enhance your financial practice
On the previous episode, we compared traditional planning to the waterfall approach of project management.
But going forward, the trend in project management software has become an agile project management approach. Agile project management tries to be lean, reactive, and flexible. As new risks and opportunities are identified the software can act quickly and take advantage of opportunities and mitigate the risks. Just like in agile project management, agile financial planning allows you to manage your clients’ funds in a more flexible and intuitive way. Listen in to discover why agile financial planning is the way of the future.The 5 principles of agile financial planning
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