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Podcast: The Advisor Of Tomorrow) (LS 28 · TOP 10% what is this?))Episode: The AGILE Financial Planning Process with Roger Whitney)Pub date: 2020-01-19[Get Podcast Transcript →](https://www.listen411.com/?audio_url=https://audio.listennotes.com/e/p/e03921722c954a73acbdec6b95fa50e2/¬es=The AGILE Financial Planning Process with Roger Whitney))powered by Listen411) - fast audio-to-text and summarization
For financial advisors, investment management and asset allocation alone are not going to cut it. In order to build a practice for the long term and be an Advisor of Tomorrow, financial advisors are going to need to help their clients develop, implement, and adjust financial plans guiding their journey through life.
Roger Whitney, the Retirement Answer Man, shares his AGILE Financial Planning process--this process will help advisors build deeper relationships, better help their clients, and be positioned for the future. The podcast and artwork embedded on this page are from Justin Castelli, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.