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.
The Agile Financial Planner

🎧 Podcast episodes

Listen to 24 episodes
Don't Be a Squirrel
19 minutes ·

Don't Be a Squirrel

Similar podcasts

The Agile Entrepreneurship Podcast

Military to Financial Planner Podcast

You're a Financial Planner, Now What?

The Reformed Financial Advisor

Business and Investing

Investing Perspectives with Brighthouse Financial

Drew Talks Business- investing, entrepreneurship, marketing, starting or growing a business, & finance