The Agile Financial Planner

A podcast by Roger Whitney

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24 Episodes

  1. Why Do Clients Hire Us with Tanya Nichols

    Published: 10/13/2020
  2. Expense vs. Investment and Leaning into the J-Curve

    Published: 8/7/2020
  3. How to Take Massive Action to Improve Your Planning Business

    Published: 7/17/2020
  4. Don't Be a Squirrel

    Published: 6/30/2020
  5. Don't Make it So Complicate: How to Create Elegant Simplicity

    Published: 6/3/2020
  6. How fpPathfinder Can Allow You Help Clients Make Better Decisions

    Published: 4/9/2020
  7. Do’s and Don’t During Tumultuous Markets, Ep # 18 

    Published: 3/16/2020
  8. What is the True Role of a Financial Advisor? Ep # 17 

    Published: 3/2/2020
  9. How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16

    Published: 2/17/2020
  10. Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15

    Published: 1/20/2020
  11. How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14

    Published: 1/6/2020
  12. The Organizational Systems That Keep Me Productive, Ep # 13

    Published: 12/23/2019
  13. What is the True Role of a Financial Advisor? Ep #12

    Published: 12/16/2019
  14. Time Management Strategies You Can Implement Now, Ep # 11

    Published: 12/9/2019
  15. After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10

    Published: 11/25/2019
  16. What do Free Trading Fees Mean for Financial Advisors? Ep # 9

    Published: 11/11/2019
  17. SMART Sprints: A Tool for Client Accountability

    Published: 10/28/2019
  18. Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7  

    Published: 10/21/2019
  19. The 5 Principles of Agile Financial Planning

    Published: 10/7/2019
  20. No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5

    Published: 9/23/2019

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Welcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the technical side of things. He also shares real-life case studies, interviews with industry experts, and practical tips to help you stay ahead of the curve and provide the best possible service to your clients. Whether you're a seasoned retirement planner looking to sharpen your skills or a newcomer to the field seeking guidance, “The Agile Financial Planner" has something for everyone. So, sit back, grab a cup of coffee, and join us on this exciting journey to revolutionize the way you approach retirement planning.