The Agile Financial Planner

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