Welcome to the Agile Financial Planner, the podcast where Roger Whitney shares his insights and strategies for creating premier human-first retirement planning firms.

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Latest Episodes

Why Do Clients Hire Us with Tanya Nichols

Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.

Expense vs. Investment and Leaning into the J-Curve

How you approach business spending will define your growth.

How to Take Massive Action to Improve Your Planning Business

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

Don't Be a Squirrel

How to use agile financial planning to focus your business and clients

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

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

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