Roger Whitney and The AGILE Financial Planning Process (Podcast)

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We can all agree that asset management alone is no longer going to cut it for financial advisors--we have to do more for our clients. The future of financial advice will be built around financial planning and not the old fifty page financial plan filled with graphs, charts, and projections but was meaningless--a sales tool in disguise.

If you're an advisor looking for guidance on how to structure your financial planning process and client relationship, Roger Whitney has a suggestion. Roger is a 30 year veteran and has created the AGILE Financial Planning process, a four stage process for advisors and their clients. After you listen to this episode, be sure to check our Roger's podcast The AGILE Financial Planner to continue to learn more--plus, Roger is a great host (and guest).

It's important that financial advisors begin to learn and understand more about the things their clients value the most; it's these areas of their lives that need to be coordinated into their financial plans, not just goals society has said people are supposed to have. Roger has your blueprint...


Show Notes

The Retirement Answer Man

AGILE Financial Planning via Nerds Eye View

The AGILE Financial Planner Podcast

Twitter: @Roger_Whitney

5 Principles

  1. Acceptance
  2. Collaboration
  3. Flexibility
  4. Prioritization
  5. Communication

4 Stages

  1. Feasibility
  2. Sustainability
  3. Optimization
  4. Iteration