The Agile Financial Planner
Roger WhitneyWelcome to the Agile Financial Planner, the podcast where seasoned retirement planner Roger Whitney discusses the latest trends, best practices, and strategies to help you improve your planning and practice management skills. In each episode, Roger explores a wide range of topics, including coaching the non-financial side of retirement (purpose, relationships, health, and mindset) as well as the t... more
| Publishes | Monthly | Episodes | 24 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Categories | InvestingBusinessEntrepreneurship | ||||
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Latest Episodes
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In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.
How to use agile financial planning to focus your business and clients
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Reviews
- Great
Great podcast!
Apple Podcasts5goingtotryit
United States6 years ago - Fantastic!
I wish I had this podcast available to me 5 years ago. I am excited to transform my business with Rogers help. Thank you for all that you are doing for the industry!
Apple Podcasts5spaztikjohnsUnited States7 years ago - Stop Listening to the Other Guys and Stick with Roger
Roger’s new podcast should be at the top of your list if you want to grow your advisory firm and learn from one of the best in the industry. I’m looking forward to embarking on this new journey Roger is offering to us to take on! Don’t miss this!
Apple Podcasts5DKuzma11United States7 years ago - Fantastic
I'm a big fan of the Retirement Answer Man, and I'm already enjoying Financial Planner Freedom - another home run from Roger Whitney! He's a super talented guy who's driven to help others and his enthusiasm is contagious. "People don't need new, they need you." Classic.
Apple Podcasts5Laura from DecaturUnited States7 years ago - Roger walks the talk
Roger Whitney is full of practical advice and wisdom from building an advisory firm that serves him, his family, and his clients well. Great show for any financial advisor looking for a profitable, fulfilled career.
Apple Podcasts5Nick @ Five Minutes With DadUnited States7 years ago
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Audience Metrics
Listeners, social reach, demographics and more for this podcast.
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How many episodes of The Agile Financial Planner are there?
The Agile Financial Planner launched 7 years ago and published 24 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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