The Agile Financial Planner

Roger Whitney
  • 4.7 (27)
  • INVESTING
The Agile Financial Planner

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.

  1. 10/13/2020

    Why Do Clients Hire Us with Tanya Nichols

    Tanya Nichols, CFP, owner of Align Financial and I chat about why clients hire us.

    58 min

  2. 08/07/2020

    Expense vs. Investment and Leaning into the J-Curve

    How you approach business spending will define your growth.

    21 min

  3. 07/17/2020

    How to Take Massive Action to Improve Your Planning Business

    In this episode, we'll chat about how to move the needle on projects critical to your success as an advisor.

    18 min

  4. 06/30/2020

    Don't Be a Squirrel

    How to use agile financial planning to focus your business and clients

    19 min
  5. Don't Make it So Complicate: How to Create Elegant Simplicity

    06/03/2020

    Don't Make it So Complicate: 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

    16 min

  6. 04/09/2020

    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

    33 min
  7. Do’s and Don’t During Tumultuous Markets, Ep # 18 

    03/16/2020

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

    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 discovered from my experience from these types of seasons and I offer you some do’s and don’ts to help get you and your clients through this challenge. Join me and we’ll see if we can see the good in these crazy times.  Outline of This Episode [2:22] These are the best of times and the worst of times [3:26] A bear market is like a forest fire [9:05] How do you get through this with clients and your business?  [26:00] Here’s what not to do When you’re up you’re up But when you’re down you’re down. For the past 10 years, the markets have been up. That’s been a heck of a run. But the good times can make it hard to really visualize the challenging times. This rocky road is where you can make great strides in your thinking and in your practice. These outside forces will force you to regroup, become more disciplined, and grow as an advisor. Just like working out with a personal trainer, bear markets bring on a good sweat.  A bear market is like a forest fire A bear market is a very natural, organic thing just like a forest fire. Strong, healthy trees grow when conditions are right. But those same optimal growing conditions also lead to undergrowth and bushes. After several years in these conditions, the forest becomes overgrown. Over time, the forest begins to suffer. Even the most robust trees can fall ill due to all the competition for resources. Without proper management, conditions become ripe for a forest fire.  The forest fire comes and clears out excess growth. It weeds out the weaker players and redistributes the resources of the forest. Only the strongest survive. Although it is painful, it is a healthy, necessary part of the ecology. A bear market is the same. It efficiently helps reallocate resources to the most sustainable businesses and decreases competition. The longer we go without forest fires the more damaging they can be. The same goes for market corrections.  What can you do to get through this difficult time with your clients and your business? Tumultuous markets can be scary for you and your clients. But it’s your job to help guide your clients through this challenge. Here are some tips for what you can do to help them and you through: Do take care of yourself first - do the things that bring joy to your life. Do get yourself mentally fit - you’re going to need to bring your A-game to help your clients  Do show them where you add value - this is your time to shine.  Do compartmentalize - a work-life balance is so important right now.  Do present strength to your clients - but don’t be overconfident Do reach out to your clients personally - show them you care about each one of them individually Do listen - your clients are scared right now, they need someone to listen to their fears Do ask yourself - what does this make possible? There are several things you should not do during these tumultuous times Don’t focus on facts and figures - this is an emotional time for your clients Don’t predict - realize what you don’t know.  Don’t hide - communicate with each client personally. Don’t hide behind mass communication and technology.  Don’t overthink things.  Don’t do the coulda woulda shoulda Don’t try to solve anything Don’t take too much ownership - You are not responsible for bad markets and you are not responsible for your clients’ life.  Hopefully, these tips can help you and your clients make it through this challenge. Listen in to hear my full list of do’s and don’ts.  Resources & People Mentioned Dan Crosby episode Connect With Roger Whitney www.RogerWhitney.com Roger @ FinancialPlannerFreedom.com  Roger on Twitter: @Roger_Whitney Subscribe to The Agile Financial Planner Click here and choose your preferred app Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

    32 min
  8. What is the True Role of a Financial Advisor? Ep # 17 

    03/02/2020

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

    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 think? Did you call your clients last week to explain what happened in the markets? The Agile Financial Planner is a podcast created to consider how to thrive as financial planners in the 21st century. Listen in to hear what I think our true role is as financial advisors.  Outline of This Episode [0:22] Should you call your clients when the markets are down? [6:01] Don’t solely focus on the investment management part of planning [8:02] Deliver the WHAM [14:39] Teach the clients which levers to pull Should you call your clients when the markets go up or down? Would calling your clients when the markets go up or down help them reach their goals? If you call your clients out of the blue and tell them not to worry, would that ease their woes? What would you really accomplish? If you think about behavioral finance, this is the exact opposite of what you should be doing. Find out how to really help your clients achieve their goals by listening to this episode of The Agile Financial Planner.  What do your clients really care about? Your clients’ goals don’t have anything to do with the markets. Money is simply a tool to help us achieve our true goals. Instead of calling clients every time the markets move up or down a few percentage points, focus on creating a plan that will help them live the life they really want. As advisors, we need to go beyond the portfolio and help with the little decisions that can make a big impact on creating the life they want to lead. Deliver the WHAM Instead of focusing on the shifts in markets, I help my clients by focusing on the WHAM. I use this helpful acronym to act as a project manager for my clients.  W - Clients always have a ‘wh’ question. What should I do next? What should I be focused on? What opportunities might I be missing? I help them define their questions and reframe them. I am constantly anticipating their ‘wh’ questions so that I can help them achieve their goals.  H - How always follows what. After focusing on what then you can focus on how you can help your clients achieve their goals. A - Provide assistance and accountability. You are the clients’ project manager. Teach them how to take the steps they need and give them deadlines. M - build momentum by achieving a lot of little wins.  What is your true role a financial advisor?  Think about your role as a financial planner. Your focus is not only on the markets and money but on how to help your clients make good choices to ensure they can live the life they really want. Your role goes way beyond portfolios and investment management. Instead, show them the real changes they can make to optimize their choices and teach them how to not get distracted by the small shiny objects that can divert them from their true path.  Connect With Roger Whitney www.RogerWhitney.com Roger @ FinancialPlannerFreedom.com  Roger on Twitter: @Roger_Whitney Subscribe to The Agile Financial Planner Click here and choose your preferred app Audio Production and Show notes by PODCAST FAST TRACK https://www.podcastfasttrack.com

    17 min
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About

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.

Information

  • Creator
    Roger Whitney
  • Years Active
    2019 - 2020
  • Episodes
    24
  • Rating
    Clean
  • Copyright
    © 2024 Roger Whitney
  • Show Website
    The Agile Financial Planner

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