Best Agilefinancialplanning Podcasts (2024)

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_whitneyBy Roger Whitney

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Do’s and Don’t During Tumultuous Markets, Ep # 18 32:12

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4y ago32:12

32:12

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 seasons and I offer you some do’s and don’ts to help get…

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What is the True Role of a Financial Advisor? Ep # 17 17:08

4y ago17:08

17:08

By Roger Whitney

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How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16 36:25

4y ago36:25

36:25

By Roger Whitney and Brad Johnson

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Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15 28:21

4y ago28:21

28:21

By Roger Whitney, Dr. Dan Crosby

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How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14 31:01

4+ y ago31:01

31:01

By Roger Whitney with Tracy Goodwin

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The Organizational Systems That Keep Me Productive, Ep # 13 21:15

4+ y ago21:15

21:15

By Roger Whitney

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What is the True Role of a Financial Advisor? Ep #12 15:42

4+ y ago15:42

15:42

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 financial decisions. We’ll also examine whether you are mo…

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Time Management Strategies You Can Implement Now, Ep # 11 21:42

4+ y ago21:42

21:42

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 your time? I challenge you to examine how you use your t…

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After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10 27:02

4+ y ago27:02

27:02

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 they signed up for a different role entirely. Find ou…

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What do Free Trading Fees Mean for Financial Advisors? Ep # 9 10:37

4+ y ago10:37

10:37

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 make their money? And what’s next for financial advis…

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SMART Sprints: A Tool for Client Accountability 19:28

4+ y ago19:28

19:28

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 Sprints as a tool to help hold my clients accountable. …

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Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7 21:34

4+ y ago21:34

21:34

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. So, on this episode, I want to walk you through what I …

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The 5 Principles of Agile Financial Planning 17:08

4+ y ago17:08

17:08

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 own financial goals. In this episode of Financial Plann…

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No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5 14:41

4+ y ago14:41

14:41

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 require them to go through to give us the data we are c…

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Resources to Help You Grow Your Financial Planning Business, Ep #4 21:05

4+ y ago21:05

21:05

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 advent of digital has changed everything. So on this e…

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My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3 13:40

4+ y ago13:40

13:40

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 planners need to adhere to - I’m talking about the so-call…

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You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2 20:49

4+ y ago20:49

20:49

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 REQUIRE MORE of you than just making appointments and…

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Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1 7:11

4+ y ago7:11

7:11

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 needs of clients who you actually enjoy working for. That…

Podcasts Worth a Listen

Agilefinancialplanning Podcasts

Podcasts Worth a Listen

1
The Agile Financial Planner

Roger Whitney

1
Why Do Clients Hire Us with Tanya Nichols 57:48

1
Expense vs. Investment and Leaning into the J-Curve 20:41

1
How to Take Massive Action to Improve Your Planning Business 18:20

1
Don't Be a Squirrel 18:38

1
Don't Make it So Complicate: How to Create Elegant Simplicity 15:55

1
How fpPathfinder Can Allow You Help Clients Make Better Decisions 32:59

1
Do’s and Don’t During Tumultuous Markets, Ep # 18 32:12

1
What is the True Role of a Financial Advisor? Ep # 17 17:08

1
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16 36:25

1
Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15 28:21

1
How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14 31:01

1
The Organizational Systems That Keep Me Productive, Ep # 13 21:15

1
What is the True Role of a Financial Advisor? Ep #12 15:42

1
Time Management Strategies You Can Implement Now, Ep # 11 21:42

1
After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10 27:02

1
What do Free Trading Fees Mean for Financial Advisors? Ep # 9 10:37

1
SMART Sprints: A Tool for Client Accountability 19:28

1
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7 21:34

1
The 5 Principles of Agile Financial Planning 17:08

1
No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5 14:41

1
Resources to Help You Grow Your Financial Planning Business, Ep #4 21:05

1
My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3 13:40

1
You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2 20:49

1
Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1 7:11

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