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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Recommended Episode
Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1
If you’ve been trying to run a financial planning business for any length of time, you know the industry is changing - and I believe it’s changing in a way that is to ...
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Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.
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Expense vs. Investment and Leaning into the J-Curve
How you approach business spending will define your growth.
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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.
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Don't Be a Squirrel
How to use agile financial planning to focus your business and clients
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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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