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.
Resource
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