Defining Advice, Defending “the PLAN,” Imposter Syndrome and Everything in Between!
Carl Richards CFP®
New York Times Columnist, Financial Planner, and Creator of the Behavior Gap
In this episode, the NYT’s “Sketch Guy “ shares his best advice for those providing advice, why our industry needs to stop selling certainty, how to reposition financial advice to your current and future clients and where creative thinking fits into an advisor’s workflow! Plus, which of his famous sketches was the most popular and how does it tie into his BIG REVEAL!
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