Rethink. The Financial Advisor Podcast - Episode 35: "Does Your Advice Suck?" Featuring Carl Richards

“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right?  Are 30-year retirement projections a righteous trick?  Are financial professionals even listening? Join us for this fun, cheeky, and insightful chat featuring Carl Richards’ insightful commentary on the state of the advice profession.

Carl, Adam & Derek discuss:

  • How Carl got into the financial industry by mistake

  • What is a real financial planner? 

  • The neverending alignment of your use of capital (time money energy and attention) with what’s important to your clients = real financial advice.  Everything else is a righteous trick.

  • Real financial advice is under no threat of fee compression or going away.  Being more human = solution to perceived threat

  • How to be curious longer to give better advice/solutions.

  • Are your clients climbing the wrong ladder?

  • And lots more!

Resources:

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