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Roger Whitney
Roger & Dan's Retirement LabEpisodes
Roger Whitney
Roger & Dan's Retirement Lab
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Episodes of Roger & Dan's Retirement Lab
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Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.
How you approach business spending will define your growth.
In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.
In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.
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
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
I’ve been in this business for 28 years and I’ve been through some crazy markets. We all know the markets go up and down, but sometimes when they are down it can be hard to see the forest for the trees. On this episode, I noodle on what I have
Have you ever considered what the role of a financial advisor really is? I read a Tweet recently in which a financial advisor said if you aren’t calling your clients when the markets take a downturn you aren’t earning your money. What do you th
You’re a highly-skilled financial planner, you’ve worked hard to build your practice, and you’re good at what you do, but do you know how to market yourself? How do you find your ideal clients? One of the biggest problems many financial planner
In today’s world, being a good financial planner is not simply about helping clients make smart financial choices, you also need to be able to help them make good life decisions. Being a great financial planner is means more than knowing about
How you talk to people matters. You may have the best information, but if nobody is listening it won’t matter. Early on in the days of the Retirement Answer Man podcast, I worked with a professional audio coach. She really helped me improve the
The agile financial planning method creates a fluid, ever-changing environment so I need organizational systems in place that can adapt to constant change. People wonder how I manage to get it all done. I have 2 podcasts, my financial practice,
What is your true role as a financial advisor? On this episode of The Agile Financial Planner we’ll examine the decision making process so you can learn how to help your clients make better decisions in the future. You’ll learn how to create a
Of course, you want the practice of your dreams, but you already have a full day working as a financial planner. How will you ever find the time to create the practice that you really want? Even though you feel way too busy, are you really that
Finally, your financial planner career path is starting to take off. The beginning of a financial planning career is a lot like being in the Hunger Games. The difference is that we volunteer for this journey. Younger advisors often love the cra
Are you worried about the trend toward free trading fees among custodians? It seems that custodians are in a race to the bottom. Many have now cust the costs of their transactions to zero. That’s great from the clients’ perspective, but what do
Keeping up with client accountability can be tricky. Sometimes they just don’t follow through. Have you ever left a client meeting and wondered if they were going to bother to follow up with your recommendations? Part of the agile planning proc
In the last episode, I spoke about the 5 pillars of the Agile Financial Planning process. It sounds great when you first hear it - and there’s nothing about it that is complicated or confusing. But you may not see right away how you can apply i
Do you use an agile financial planning process? If you’re listening to this show you are probably interested in creating the practice of your dreams that serves both your clients and your family. In doing so, you need to understand how to best
Think for just a moment about the typical way we planners and advisors engage our clients in the financial planning process. If they aren’t number people who really like the details, they are likely bored out of their minds every single time th
Your financial planning business has all kinds of potential - but if you do things the way they’ve always been done, you’ll see very little of it come into being. Why? Because the world has changed, my friend. The tried and true tactics for bui
There is a lot of what I’d call, “Financial Planner Groupspeak” out there. Some of it was good and OK to follow, some of it is not so good. If you want to thrive as a financial planner, you need to develop a willingness to break the rules. I’m
When I say that you are an artist as a financial planner, I know that many of you immediately think I’ve gone off the deep end of psycho-babble and feel-good philosophies. But please, hold on and hear me out. When I say you're an artist, I mea
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Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1
If you’ve been trying to run a financial planning business for any length of time, you know the industry is changing - and I believe it’s changing in a way that is to your advantage as a planner. You now have the ability to build a dream busine
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