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Why Advisors Should Think of Themselves as a Guide in a Changing Landscape with "The Sketch Guy" Carl Richards

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Manage episode 289200114 series 2892948
Content provided by Impact Communications, Inc. and Impact Communications. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Communications, Inc. and Impact Communications or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this Swift Chat, Marie Swift speaks with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com.

In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Learn more about the Behavior Gap at www.BehaviorGap.com. Carl also hosts something called the fellowship via www.TheSocietyofAdvice.com

  continue reading

82 episodes

Artwork
iconShare
 
Manage episode 289200114 series 2892948
Content provided by Impact Communications, Inc. and Impact Communications. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Communications, Inc. and Impact Communications or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this Swift Chat, Marie Swift speaks with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com.

In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Learn more about the Behavior Gap at www.BehaviorGap.com. Carl also hosts something called the fellowship via www.TheSocietyofAdvice.com

  continue reading

82 episodes

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