Artwork

Content provided by Anjali Jariwala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anjali Jariwala 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://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

Communicating Uncertainty with ‘Sketch Guy’ Carl Richards

46:15
 
Distribuie
 

Manage episode 282088507 series 2548951
Content provided by Anjali Jariwala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anjali Jariwala 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://ro.player.fm/legal.

Financial planners are like pilots, Carl Richards says. We can create flight plans for our clients, showing them a map of the next few decades. But life and the markets both change in ways we don’t expect. Financial planners need to learn to communicate that uncertainty, and to establish themselves as guides who can adjust plans as clients’ lives and goals change.

“You can have the best investment plan in the world, but if you don’t know why you have it, you’re not going to get where you want to go," he says.

As the financial planning industry evolves, Carl hopes advisors will continue listening deeply to clients’ goals, finding productive ways to talk through their emotional responses, and creating plans that align with those goals.

  continue reading

66 episoade

Artwork
iconDistribuie
 
Manage episode 282088507 series 2548951
Content provided by Anjali Jariwala. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anjali Jariwala 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://ro.player.fm/legal.

Financial planners are like pilots, Carl Richards says. We can create flight plans for our clients, showing them a map of the next few decades. But life and the markets both change in ways we don’t expect. Financial planners need to learn to communicate that uncertainty, and to establish themselves as guides who can adjust plans as clients’ lives and goals change.

“You can have the best investment plan in the world, but if you don’t know why you have it, you’re not going to get where you want to go," he says.

As the financial planning industry evolves, Carl hopes advisors will continue listening deeply to clients’ goals, finding productive ways to talk through their emotional responses, and creating plans that align with those goals.

  continue reading

66 episoade

כל הפרקים

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință