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061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions
Manage episode 240096309 series 2359408
Content provided by Brad Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad Johnson 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 today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is a CFP and creator of the Sketch Guy column, which has appeared weekly in the New York Times since 2010. Carl and his work have also been featured on Oprah.com, and Forbes.com and he frequently keynotes at financial planning conferences around the world.
Through his simple sketches, Carl makes complex financial concepts easy to understand and these sketches have served 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.
Today I’m excited to bring this conversation to you as I’m not sure we’ve ever done a deeper dive into the structure of a proper appointment process on this show and the psychology of why your prospects make the decision to either work with you or someone else.
FREE OFFER
- Get A FREE Copy of Carl Richard's Book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money
Visit BradleyJohnson.com/61 to see how you can claim your offer!
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/61
81 episodes
061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions
The Elite Advisor Blueprint®: A Podcast for Financial Advisors
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Manage episode 240096309 series 2359408
Content provided by Brad Johnson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brad Johnson 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 today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is a CFP and creator of the Sketch Guy column, which has appeared weekly in the New York Times since 2010. Carl and his work have also been featured on Oprah.com, and Forbes.com and he frequently keynotes at financial planning conferences around the world.
Through his simple sketches, Carl makes complex financial concepts easy to understand and these sketches have served 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.
Today I’m excited to bring this conversation to you as I’m not sure we’ve ever done a deeper dive into the structure of a proper appointment process on this show and the psychology of why your prospects make the decision to either work with you or someone else.
FREE OFFER
- Get A FREE Copy of Carl Richard's Book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money
Visit BradleyJohnson.com/61 to see how you can claim your offer!
SHOW NOTES
To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/61
81 episodes
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Similar to The Elite Advisor Blueprint®: A Podcast for Financial Advisors
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
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continue reading
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continue reading
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…
continue reading
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…
continue reading
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…
continue reading
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continue reading
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continue reading
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