The Agile Financial Planner

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How fpPathfinder Can Allow You Help Clients Make Better Decisions

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

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  Why Do Clients Hire Us with Tanya Nichols

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  Expense vs. Investment and Leaning into the J-Curve

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  How to Take Massive Action to Improve Your Planning Business

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  Don't Be a Squirrel

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

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  Do’s and Don’t During Tumultuous Markets, Ep # 18 

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  What is the True Role of a Financial Advisor? Ep # 17 

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  How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, E…

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  Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Cr…

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  How to Improve Speaking Skills to Communicate with Your Clients with Tracy…

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  The Organizational Systems That Keep Me Productive, Ep # 13

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  What is the True Role of a Financial Advisor? Ep #12

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  Time Management Strategies You Can Implement Now, Ep # 11

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  After Surviving The Hunger Games, Where Will Your Financial Planner Career…

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  What do Free Trading Fees Mean for Financial Advisors? Ep # 9