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The Agile Financial Planner


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...


Mar 2, 2020

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 you aren’t earning your money. What do you think? Did you call your clients last week to explain what happened in...


Feb 17, 2020

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 the biggest problems many financial planners have is marketing themselves to the clients they wish to serve....


Jan 20, 2020

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 financial planner is means more than knowing about asset allocation and financial planning. We need more skills than we have...