The Agile Financial Planner

A podcast by Roger Whitney

Categories:

Business

24 Episodes

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

    Published: 9/16/2019

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

    Published: 9/9/2019

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

    Published: 9/2/2019

  4. Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1  

    Published: 8/23/2019

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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.