Roger & Dan's Retirement Lab
Business & Economics Podcasts
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.
Location:
United States
Description:
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.
Twitter:
@roger_whitney
Language:
English
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Duration:00:57:46
Expense vs. Investment and Leaning into the J-Curve
Duration:00:20:40
How to Take Massive Action to Improve Your Planning Business
Duration:00:18:19
Don't Be a Squirrel
Duration:00:18:38
Don't Make it So Complicate: How to Create Elegant Simplicity
Duration:00:15:53
How fpPathfinder Can Allow You Help Clients Make Better Decisions
Duration:00:32:57
Do’s and Don’t During Tumultuous Markets, Ep # 18
Duration:00:32:11
What is the True Role of a Financial Advisor? Ep # 17
Duration:00:17:07
How to Market Yourself and Attract Your Ideal Clients with Brad Johnson, Ep # 16
Duration:00:36:24
Help Clients Make Smart Financial Choices and Life Choices with Dr. Dan Crosby, Ep # 15
Duration:00:28:20
How to Improve Speaking Skills to Communicate with Your Clients with Tracy Goodwin, Ep #14
Duration:00:31:00
The Organizational Systems That Keep Me Productive, Ep # 13
Duration:00:21:14
What is the True Role of a Financial Advisor? Ep #12
Duration:00:15:41
Time Management Strategies You Can Implement Now, Ep # 11
Duration:00:21:41
After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10
Duration:00:27:01
What do Free Trading Fees Mean for Financial Advisors? Ep # 9
Duration:00:10:36
SMART Sprints: A Tool for Client Accountability
Duration:00:19:26
Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7
Duration:00:21:33
The 5 Principles of Agile Financial Planning
Duration:00:17:07
No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5
Duration:00:14:39