CFFP# 31 - Crafting Financial Advice as a NexGen Financial Professional ft. Carl Richards

Conversations for Financial Professionals

Вміст надано Dominique Henderson, CFP® and Dominique Henderson. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Dominique Henderson, CFP® and Dominique Henderson або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

2+ y ago 45:29

MP3•Головна епізоду

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.

Resources:

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