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The Agile Financial Planner

Jul 17, 2020

In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.

 

 

 



Jun 3, 2020

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


Apr 9, 2020

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_whitney


Mar 16, 2020

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...