Season 4, Episode 31 - Crafting Financial Advice as a NexGen Financial Professional Ft. Carl Richards
About our guest…
Carl Richards you are Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.
You've been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, you've become a frequent keynote speaker at financial planning conferences and visual learning events around the world.
Through your simple sketches, you make complex financial concepts easy to understand.
What we talked about…
🎙️Selling certainty as a financial professional
🎙️Being human and relational
🎙️Being a guide vs. a defender
🎙️Having compound impact vs compound interest
Resources from this podcast…
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