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Financial Planner Freedom

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In the Financial Planner Freedom podcast, Roger Whitney helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning process, team-building, and the best systems and processes to leverage your time. And, of course, you will learn how to do it all compliantly.

In the Financial Planner Freedom podcast, Roger Whitney helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning process, team-building, and the best systems and processes to leverage your time. And, of course, you will learn how to do it all compliantly.
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Location:

United States

Description:

In the Financial Planner Freedom podcast, Roger Whitney helps financial advisors build and grow the practices of their dreams. Whether you are trying to grow, scale, or even start a financial planning practice, you can build a practice that serves you and your family, with a team of motivated employees or contractors, and that serves only ideal clients. You’ll learn how to build a financial planning business plan as well as best practices with branding, marketing, the financial planning process, team-building, and the best systems and processes to leverage your time. And, of course, you will learn how to do it all compliantly.

Language:

English


Episodes

Time Management Strategies You Can Implement Now, Ep # 11

12/9/2019
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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 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 busy? Or are you doing all the wrong things with your time? I challenge you to examine how you use your time. On this episode, I’ll share my own time management strategies. You’ll learn how to create an environment where you can focus on building the...

Duration:00:21:41

After Surviving The Hunger Games, Where Will Your Financial Planner Career Path Take You? Ep # 10

11/25/2019
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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 craft of financial planning but they soon discover that they signed up for a different role entirely. Find out how financial planning can be like the Hunger Games and what to do next once you have survived that journey. In this episode, you’ll learn how...

Duration:00:27:01

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

11/11/2019
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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 does that mean for you and me? How will the custodians make their money? And what’s next for financial advisors? These are the questions we will explore on this episode of Financial Planner Freedom. If this race to the bottom is beginning to concern you,...

Duration:00:10:36

SMART Sprints: A Tool for Client Accountability

10/28/2019
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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 process is to hold the client accountable. I use SMART Sprints as a tool to help hold my clients accountable. Find out what Smart Sprints are and how they help me further my clients’ goals and hold them accountable on this episode of Financial Planner...

Duration:00:19:26

Implementing the Agile Financial Planning Approach as a Financial Planner, Ep #7

10/21/2019
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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 it immediately in your financial planning practice. So, on this episode, I want to walk you through what I consider to be the basics of an Agile financial planning approach. Listen carefully and ask yourself this question, “What is the most important...

Duration:00:21:33

The 5 Principles of Agile Financial Planning

10/7/2019
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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 the practice of your dreams that serves both your clients and your family. In doing so, you need to understand how to best help your clients while being able to achieve your own financial goals. In this episode of Financial Planner Freedom, you’ll learn why agile financial planning is the best way to serve your clients and yourself. Outline of This Episode Are financial...

Duration:00:17:07

No Wonder People Don’t Enjoy The Financial Planning Process, Ep #5

9/23/2019
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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 they sit down with us. Right? As well, the things we require them to go through to give us the data we are convinced we need in order to help them are as painful as a root canal without novocaine. Seriously, it is. We’ve got to fix that if we’re going...

Duration:00:14:39

Resources to Help You Grow Your Financial Planning Business, Ep #4

9/16/2019
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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 building a successful practice are no longer true. The advent of digital has changed everything. So on this episode, I’m going to tell you why it’s important that you find the right kind of influences to put into that head of yours - and I’m also going...

Duration:00:21:04

My Rules To Help You Break The Rules Of Financial Planning Success, Ep #3

9/9/2019
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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 not talking about the ethics or legal stuff all planners need to adhere to - I’m talking about the so-called rules of how to be successful. This episode is about that. My rules for helping you break the rules. That makes sense, right? Outline of...

Duration:00:13:39

You Are An Artist, My Financial Planner Friend - Here’s Why It Matters, Ep #2

9/2/2019
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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 mean that the changes in the financial planning industry REQUIRE MORE of you than just making appointments and setting up transactions (like we planners used to do). Anybody can do that - so you’ve got to do something creative, something bold, something...

Duration:00:20:48

Is It Possible To Have A Financial Planning Business That Meets Your Goals And Serves Clients? Ep #1

8/23/2019
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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 business that serves your personal goals and meets the needs of clients who you actually enjoy working for. That’s the premise for this episode - and for this podcast as whole. I invite you to listen and to join me to learn how I’ve done it, and how you can...

Duration:00:07:10