Artwork

Innhold levert av Roger Whitney. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Roger Whitney eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
Player FM - Podcast-app
Gå frakoblet med Player FM -appen!

Roger & Dan's Retirement Lab

Del
 

Manage series 2534742
Innhold levert av Roger Whitney. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Roger Whitney eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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.
  continue reading

24 episoder

Artwork

Roger & Dan's Retirement Lab

updated

iconDel
 
Manage series 2534742
Innhold levert av Roger Whitney. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Roger Whitney eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
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.
  continue reading

24 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

 

Hurtigreferanseguide

Copyright 2024 | Sitemap | Personvern | Vilkår for bruk | | opphavsrett