Podcast: The Advisor Of Tomorrow (LS 28 · TOP 10% what is this?)
Episode: The AGILE Financial Planning Process with Roger Whitney
Pub date: 2020-01-19

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For financial advisors, investment management and asset allocation alone are not going to cut it. In order to build a practice for the long term and be an Advisor of Tomorrow, financial advisors are going to need to help their clients develop, implement, and adjust financial plans guiding their journey through life. 

Roger Whitney, the Retirement Answer Man, shares his AGILE Financial Planning process--this process will help advisors build deeper relationships, better help their clients, and be positioned for the future.

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