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The Agile Financial Planner

Aug 7, 2020

How you approach business spending will define your growth.


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