"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 mistakeWhat 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 threatHow to be curious longer to give better advice/solutions.Are your clients climbing the wrong ladder?And lots more!Resources:Connect with Carl on LinkedInCheck out the Behavior Gap websiteBuy Carl’s books: “The Behavior Gap” and “The One-Page Financial Plan”Follow RethinkFA on LinkedInApply to be a guest on the RethinkFA Think TankConnect With Adam Holt:Schedule an Asset-Map [email protected] Asset-Map LinkedIn: Adam HoltConnect With Derek Notman:Schedule a Call with DerekConneqtorLinkedIn: Derek NotmanLinkedIn: Conneqtor Twitter: Derek Notman Hosted on Acast. See acast.com/privacy for more information.