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

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

Our job as financial planners is to help our clients define their A-Z and then get them there fast and efficiently.&nbsp; How to create Elegant Simplicity

Don't Make it So Complicate: How to Create Elegant Simplicity

Welcome 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 technical side of things. He also shares real-life case studies, interviews with industry experts, and practical tips to help you stay ahead of the curve and provide the best possible service to your clients.

Whether you're a seasoned retirement planner looking to sharpen your skills or a newcomer to the field seeking guidance, “The Agile Financial Planner" has something for everyone. So, sit back, grab a cup of coffee, and join us on this exciting journey to revolutionize the way you approach retirement planning.

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Welcome 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 technical side of things. He also shares real-life case studies, interviews with industry experts, and practical tips to help you stay ahead of the curve and provide the best possible service to your clients. Whether you're a seasoned retirement planner looking to sharpen your skills or a newcomer to the field seeking guidance, “The Agile Financial Planner" has something for everyone. So, sit back, grab a cup of coffee, and join us on this exciting journey to revolutionize the way you approach retirement planning.

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Don't Make it So Complicate: How to Create Elegant Simplicity

Don't Make it So Complicate: How to Create Elegant Simplicity