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The Model FA

Jul 14, 2019

My guest today is Carl Richards. He is a Certified Financial PlannerTM, the creator of The Behavior Gap, and has been the Sketch Guy columnist for the New York Times since 2010. Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches serve as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). 

In this conversation, we discuss how to establish trust in an industry with a lot of bad actors, and how to make certain you’re on track to be, what Carl calls, “A real financial advisor”...  You’ll walk away with practical steps to rediscover the humanity in our industry — and learn how to be an advocate for your clients’ needs.

Looking for more ideas about authentic communication? Join the Model FA advisor community, where you will find expert advice on how to launch, grow, scale, and transform your firm. 

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