Welcome to Episode 31 of the Conversations for Financial Professionals.

In the episode, Carl talks about why a “thinking-approach” to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do now to position yourself as a nexgen financial professional.

Carl Richards is an expert in crafting financial advice as a “nex-gen” financial professional whose accomplishments include:

  • Creator of the Sketch Guy column which appears weekly in The New York Times
  • Written pieces featured on Marketplace Money, Oprah.com, and Forbes.com.
  • Keynote speaker at financial planning conferences and visual learning events around the world.

So if you want to be relational when it comes to giving financial advice, unpacking deeper issues with clients, and being more present with clients so you can practice or incorporate these skills into the client relationship, tune in now!


Show Highlights:

  • Selling certainty as a financial professional
  • Being human and relational
  • Being a guide vs. a defender
  • Having compound impact vs compound interest.


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