Ranked #1
How fpPathfinder Can Allow You Help Clients Make Better Decisions
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 tr... Read more
9 Apr 2020
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32mins
Ranked #2
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
In the last episode, I spoke about the 5 pillars of the Agile Financial Planning process. It sounds great when you first... Read more
21 Oct 2019
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21mins
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Ranked #4
Resources to Help You Grow Your Financial Planning Business, Ep #4
Resources to Help You Grow Your Financial Planning Business, Ep #4
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How you talk to people matters. You may have the best information, but if nobody is listening it won’t matter. Early on ... Read more
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Ranked #7
Time Management Strategies You Can Implement Now, Ep # 11
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Of course, you want the practice of your dreams, but you already have a full day working as a financial planner. How wil... Read more
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How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
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You’re a highly-skilled financial planner, you’ve worked hard to build your practice, and you’re good at what you do, bu... Read more
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The Organizational Systems That Keep Me Productive, Ep # 13
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Do you use an agile financial planning process? If you’re listening to this show you are probably interested in creating... Read more
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