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. fpfreedom.ram.libsynpro.com
🎧 Podcast episodes
Listen to 24 episodes
36
minutes
·
3 years ago
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
28
minutes
·
3 years ago
Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15
31
minutes
·
3 years ago
How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14
27
minutes
·
3 years ago
After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10
22
minutes
·
3 years ago
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
14
minutes
·
3 years ago
My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3
21
minutes
·
3 years ago
You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2
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