All Episodes
Displaying 1 - 24 of 24 in total
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
How fpPathfinder Can Allow You Help Clients Make Better Decisions
Roger Whitney chats with Michael Lecours, co-founder of fpPathfinder about the importance of checklists and decisions trees in financial planning. www.fppathfinder.com...
Do’s and Don’t During Tumultuous Markets, Ep # 18
I’ve been in this business for 28 years and I’ve been through some crazy markets. We all know the markets go up and down, but sometimes when they are down it can be ha...
What is the True Role of a Financial Advisor? Ep # 17
Have you ever considered what the role of a financial advisor really is? I read a Tweet recently in which a financial advisor said if you aren’t calling your clients w...
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
You’re a highly-skilled financial planner, you’ve worked hard to build your practice, and you’re good at what you do, but do you know how to market yourself? How do yo...
Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15
In today’s world, being a good financial planner is not simply about helping clients make smart financial choices, you also need to be able to help them make good life...
How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14
How you talk to people matters. You may have the best information, but if nobody is listening it won’t matter. Early on in the days of the Retirement Answer Man podcas...
The Organizational Systems That Keep Me Productive, Ep # 13
The agile financial planning method creates a fluid, ever-changing environment so I need organizational systems in place that can adapt to constant change. People wond...
What is the True Role of a Financial Advisor? Ep #12
What is your true role as a financial advisor? On this episode of The Agile Financial Planner we’ll examine the decision making process so you can learn how to help yo...
Time Management Strategies You Can Implement Now, Ep # 11
Of course, you want the practice of your dreams, but you already have a full day working as a financial planner. How will you ever find the time to create the practice...
After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10
Finally, your financial planner career path is starting to take off. The beginning of a financial planning career is a lot like being in the Hunger Games. The differen...
What do Free Trading Fees Mean for Financial Advisors? Ep # 9
Are you worried about the trend toward free trading fees among custodians? It seems that custodians are in a race to the bottom. Many have now cust the costs of their ...
SMART Sprints: A Tool for Client Accountability
Keeping up with client accountability can be tricky. Sometimes they just don’t follow through. Have you ever left a client meeting and wondered if they were going to b...
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
In the last episode, I spoke about the 5 pillars of the Agile Financial Planning process. It sounds great when you first hear it - and there’s nothing about it that is...
The 5 Principles of Agile Financial Planning
Do you use an agile financial planning process? If you’re listening to this show you are probably interested in creating the practice of your dreams that serves both y...
No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5
Think for just a moment about the typical way we planners and advisors engage our clients in the financial planning process. If they aren’t number people who really li...
Resources to Help You Grow Your Financial Planning Business, Ep #4
Your financial planning business has all kinds of potential - but if you do things the way they’ve always been done, you’ll see very little of it come into being. Why?...
My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3
There is a lot of what I’d call, “Financial Planner Groupspeak” out there. Some of it was good and OK to follow, some of it is not so good. If you want to thrive as a...
You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2
When I say that you are an artist as a financial planner, I know that many of you immediately think I’ve gone off the deep end of psycho-babble and feel-good philosoph...
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 ...
