PODCAST · business
The Agile Financial Planner
by Roger Whitney
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.
Episodes
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Why Do Clients Hire Us with Tanya Nichols
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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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 Connect with Roger on Twitter @roger_whitney
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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 hard to see the forest for the trees. On this episode, I noodle on what I have discovered from my experience from these types of...
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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 when the markets take a downturn you aren’t earning your money. What do you think? Did you call your clients last week to explain...
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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 you find your ideal clients? One of the biggest problems many financial planners have is marketing themselves to the clients they…
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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 decisions. Being a great financial planner is means more than knowing about asset allocation and financial planning. We need more...
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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 podcast, I worked with a professional audio coach. She really helped me improve the podcast by making me more aware of my voice. But I…
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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 wonder how I manage to get it all done. I have 2 podcasts, my financial practice, client meetings, the Rock Retirement Club, plus, I’m...
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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 your clients make better decisions in the future. You’ll learn how to create a framework to lead your clients to make informed...
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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 that you really want? Even though you feel way too busy, are you really that busy? Or are you doing all the wrong things with…
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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 difference is that we volunteer for this journey. Younger advisors often love the craft of financial planning but they soon discover that...
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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 transactions to zero. That’s great from the clients’ perspective, but what does that mean for you and me? How will the custodians...
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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 bother to follow up with your recommendations? Part of the agile planning process is to hold the client accountable. I use SMART...
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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 complicated or confusing. But you may not see right away how you can apply it immediately in your financial planning practice.…
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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 your clients and your family. In doing so, you need to understand how to best help your clients while being able to achieve your…
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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 like the details, they are likely bored out of their minds every single time they sit down with us. Right? As well, the things we...
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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? Because the world has changed, my friend. The tried and true tactics for building a successful practice are no longer true. The...
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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 financial planner, you need to develop a willingness to break the rules. I’m not talking about the ethics or legal stuff all...
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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 philosophies. But please, hold on and hear me out. When I say you're an artist, I mean that the changes in the financial planning industry...
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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 your advantage as a planner. You now have the ability to build a dream business that serves your personal goals and meets the…
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ABOUT THIS SHOW
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.
HOSTED BY
Roger Whitney
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Frequently Asked Questions
How many episodes does The Agile Financial Planner have?
The Agile Financial Planner currently has 24 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Agile Financial Planner about?
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...
How often does The Agile Financial Planner release new episodes?
The Agile Financial Planner has 24 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to The Agile Financial Planner?
You can listen to The Agile Financial Planner on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Agile Financial Planner?
The Agile Financial Planner is created and hosted by Roger Whitney.
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