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The Agile Financial Planner

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...


Jan 6, 2020

How you talk to people matters. You may have the best information, but if nobody is listening it won’t matter. Early on in the days of the Retirement Answer Man podcast, I worked with a professional audio coach. She really helped me improve the podcast by making me more aware of my voice. But I not only improved...


Dec 23, 2019

The agile financial planning method creates a fluid, ever-changing environment so I need organizational systems in place that can adapt to constant change. People wonder how I manage to get it all done. I have 2 podcasts, my financial practice, client meetings, the Rock Retirement Club, plus, I’m writing a book....


Dec 16, 2019

What is your true role as a financial advisor? On this episode of The Agile Financial Planner we’ll examine the decision making process so you can learn how to help your clients make better decisions in the future. You’ll learn how to create a framework to lead your clients to make informed financial decisions....