Welcome to Episode 31 of the Conversations for Financial Professionals.
In the episode, Carl talks about why a “thinking-approach” to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do now to position yourself as a nexgen financial professional.
Carl Richards is an expert in crafting financial advice as a “nex-gen” financial professional whose accomplishments include:
So if you want to be relational when it comes to giving financial advice, unpacking deeper issues with clients, and being more present with clients so you can practice or incorporate these skills into the client relationship, tune in now!
Show Highlights:
Resources:
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, click here.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.
Want to collaborate? Click here.
If you enjoyed this episode on Crafting Financial Advice as a NexGen Financial Professional, please share it with your friends by using the social media buttons you see at the bottom of the post.
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now, click here.
Thanks again for listening, reading, and watching!
How To Impress a Potential Employer and Stand Out
Resume Tips for Aspiring Financial Professionals
How To Become a Certified Financial Planner
Financial Advisor vs Financial Planner What is the Difference?
Best College Classes to Take to Become a Financial Advisor
Day in the Life of a Financial Advisor: End of the Month Duties
Becoming a CFP - 3 Things to Land That First Job
Rants, Reactions, Live Streams and More | Highlights from the Past Month
Podcast Digest for June 2019 | Highlights from the Past Month
Podcast Digest for May 2019 | Highlights from the Past Month
Podcast Digest for April 2019 | Highlights from the Past Month
Elon Musk Forced Out of Tesla by SEC - Financial Advisor Reacts
FINANCIAL LITERACY for Students - Why Is It So Important?
TAX DEDUCTIONS - How to Pay Less Taxes
FAMILY BUDGET PLANNING - How to Save Money on Groceries
Why is Robinhood free? How can they afford to give free trades?
BUDGETING TIPS - How To BUDGET Your Money
HOW TO INVEST MONEY - Stock Market for Beginners
Increase Your Money Knowledge and Your Personal Finances
The RobinHood App From A Financial Advisor's Perspective
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money