Episode 2 – Roger Whitney

Roger WhitneyIn this podcast we continue our discussion about financial planning designations with Roger Whitney, CFP®, CIMA®, CPWA®, AIF®. Roger is a partner at WWK Wealth Advisors and publishes the Retirement Answer Man Blog and Podcast.

Roger’s pursuit of his designations was born of a desire to be the smartest person in the room when advising clients. Of his CIMA designation he says it was, “very hard, very in depth and very worthwhile.” He encourages young financial planners to only seek out designations that are “the most rigorous, that help you toward your goal.” He points to the CFP® designation as the basis for advising clients holistically.

Roger sees financial planning as a craft. Listen to him explain this theory, and why “if you want to be an artist, you have to paint within the lines.” And learn why Roger believes that “it’s more about personal growth than designations.”


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Some links mentioned in this discussion:

The Retirement Answer Man Blog

The Retirement Answer Man Podcast

Linchpin by Seth Godin

CFP Designation



AIF Designation

Brinson, Hood, Beebower Study




Episode 1 – Neil Maxwell

NeilMaxwell_smallConfused about the importance of added designations? Some may say they are unnecessary and do little to bring in clients.

On this episode I discuss professional designations in the financial planning industry with Neil Maxwell CFP®, EA. Neil is the founder and CEO of Maxwell Wealth Planning, Inc. Based out of Colorado, Neil provides financial planning and investment advisory services to a variety of clients.

In this discussion you’ll learn how and why Neil became an Enrolled Agent and the not-so-obvious value the EA designation can bring to your business. He also offers valuable career development advice for beginning financial planners.


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References in the podcast: