How to Take Massive Action to Improve Your Planning Business
Released Friday, 17th July 2020
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How to Take Massive Action to Improve Your Planning Business
How to Take Massive Action to Improve Your Planning Business
Friday, 17th July 2020
Good episode? Give it some love!
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Roger & Dan's Retirement Lab
Welcome to Roger & Dan’s Retirement Lab. the podcast where two seasoned retirement planners, Roger Whitney & Dan Haylett, work to create premier human-first retirement planning firms. We discuss the latest trends, best practices, and strategies to help you improve your planning and practice management skills.In each episode, Roger and Dan explore 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. They also share 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, “Roger & Dan’s Retirement Lab" 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.Join Podchaser to...
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