There’s a chasm that exists in everyone’s life between what we know we should do, how we do it, and what we actually do.
The good news is that there are those among us who see these self-limiting behaviors for what they are—and have developed ways to simplify the routines that leave us feeling stuck and repeating what can be less efficient actions.
Carl Richards is one such person with that unique vision. He, too, often felt mired in excess detail and complex processes and data and found a way to simplify it all.
As someone who started in the big brokerage world and later made the leap to independence, Carl recognized there had to be a better way to communicate with clients—to drill down on long reports and share what was most meaningful to them.
Today, in addition to being a Certified Financial Planner, Carl shares his techniques with those in the wealth management world and beyond, as an author, podcaster, and thought leader. So we’re excited he’s joining Jason Diamond to offer meaningful advice, including:
- Identifying your own behavior gaps—and how to address them.
- The impact of client behaviors—and how advisors can limit some of the tension that often exists when talking about money and the future.
- The significance of simplifying the complex—and how his podcast with Michael Kitces, Kitces and Carl, demonstrates that concept in action.
- Robos, AI, and other prospective “replacements” for advisors—and why he sees advisors’ real value to their clients as far stronger.
- Being the signal among the noise—and why empathy needs to be a more significant part of the industry as a whole.
It’s advice around simplification and filling what he calls behavior gaps that are truly relevant to all advisors—in how they think about their own business lives and their processes with clients.
Download a transcript of this episode…
