The Agile Financial Planner

The Agile Financial Planner

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In the Agile Financial Planner podcast, Roger Whitney, CFP®, CIMA®, CPWA®, RMA®, AIF® helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning process, team-building, and the best systems and processes to leverage your time. And, of course, you will learn how to do it all compliantly.


Do’s and Don’t During Tumultuous Markets, Ep # 18
Mar 16 • 32 min
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…
What is the True Role of a Financial Advisor? Ep # 17
Mar 2 • 17 min
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…
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
Feb 17 • 36 min
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…
Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15
Jan 20 • 28 min
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…
How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14
Jan 6 • 31 min
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…
The Organizational Systems That Keep Me Productive, Ep # 13
Dec 23, 2019 • 21 min
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…
What is the True Role of a Financial Advisor? Ep #12
Dec 16, 2019 • 15 min
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…
Time Management Strategies You Can Implement Now, Ep # 11
Dec 9, 2019 • 21 min
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?…
After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10
Nov 25, 2019 • 27 min
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…
What do Free Trading Fees Mean for Financial Advisors? Ep # 9
Nov 11, 2019 • 10 min
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…
SMART Sprints: A Tool for Client Accountability
Oct 28, 2019 • 19 min
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…
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
Oct 21, 2019 • 21 min
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…
The 5 Principles of Agile Financial Planning
Oct 7, 2019 • 17 min
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…
No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5
Sep 23, 2019 • 14 min
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…
Resources to Help You Grow Your Financial Planning Business, Ep #4
Sep 16, 2019 • 21 min
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…
My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3
Sep 9, 2019 • 13 min
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….
You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2
Sep 2, 2019 • 20 min
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…
Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1
Aug 23, 2019 • 7 min
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…