How Great Financial Planners Win with Carl Richards
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How Great Financial Planners Win with Carl Richards
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Behavioral finance legend Carl Richards explains what great financial planners actually get paid for, and why human connection is becoming the most valuable skill in advice.
In this episode of Don’t Shoot the Messenger, Chris Ball sits down with Carl Richards (author of The Behavior Gap and The One-Page Financial Plan, and former New York Times “Sketch Guy”) to talk about the real craft of advice: trust, communication, and meaningful relationships.
📌 Featured resource
Carl’s community for planners: The Society of Advice → https://www.thesocietyofadvice.com/
🎧 Listen on @HoxtonLifePodcast
💬 Question for you: What do you think advisors will need to double down on in the next 5 years, technical skill or human connection?
#HoxtonWealth #FinancialPlanning #BehaviouralFinance
If you want to see what life in Hoxton Wealth is like, please visit: / @hoxtonlife
For more information on Hoxton Wealth careers, please https://www.careers-page.com/hoxtonwealth.com
For my videos by Chris, please visit his Youtube: @ChrisBallHoxton
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