The Agile Financial Planner Podcast
1) Why Do Clients Hire Us with Tanya Nichols
Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.
2) Expense vs. Investment and Leaning into the J-Curve
How you approach business spending will define your growth.
3) 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.
4) Don't Be a Squirrel
5) 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
6) 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 @r...Show More
7) 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 tree...Show More
8) 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 y...Show More
9) 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...Show More
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
36:25 | Feb 17th, 2020
10) 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 financi...Show More