Show cover of The Agile Financial Planner

The Agile Financial Planner

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.


Why Do Clients Hire Us with Tanya Nichols 57:48 10/13/2020
Expense vs. Investment and Leaning into the J-Curve 20:41 08/07/2020
How to Take Massive Action to Improve Your Planning Business 18:20 07/17/2020
Don't Be a Squirrel 18:38 06/30/2020
Don't Make it So Complicate: How to Create Elegant Simplicity 15:55 06/03/2020
How fpPathfinder Can Allow You Help Clients Make Better Decisions 32:59 04/09/2020
Do’s and Don’t During Tumultuous Markets, Ep # 18  32:12 03/16/2020
What is the True Role of a Financial Advisor? Ep # 17  17:08 03/02/2020
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16 36:25 02/17/2020
Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15 28:21 01/20/2020
How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14 31:01 01/06/2020
The Organizational Systems That Keep Me Productive, Ep # 13 21:15 12/23/2019
What is the True Role of a Financial Advisor? Ep #12 15:42 12/16/2019
Time Management Strategies You Can Implement Now, Ep # 11 21:42 12/09/2019
After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10 27:02 11/25/2019
What do Free Trading Fees Mean for Financial Advisors? Ep # 9 10:37 11/11/2019
SMART Sprints: A Tool for Client Accountability 19:28 10/28/2019
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7   21:34 10/21/2019
The 5 Principles of Agile Financial Planning 17:08 10/07/2019
No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5 14:41 09/23/2019
Resources to Help You Grow Your Financial Planning Business, Ep #4 21:05 09/16/2019
My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3 13:40 09/09/2019
You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2   20:49 09/02/2019