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 INVEST 401K in Stocks for Beginners
MONEY IN RELATIONSHIPS Tips for Family Budgeting and Marriage Financial Planning
What is HSA vs FSA? Flexible Spending Account or Health Savings Account EXPLAINED
PERSONAL FINANCE 101 - Tips for Financial Literacy
ROTH IRA EXPLAINED - 3 Reasons to Use a Roth IRA
Should You PAY DEBT or INVEST?
What Is COMPOUND INTEREST? Compound Interest Explained
What is an IRA? Roth IRA vs Traditional IRA Explained
What is an HSA?
UNREALIZED and REALIZED Gains and Losses
How To INCREASE Your FICO CREDIT SCORE Explained
MANAGING FINANCES IN MARRIAGE - 3 Tips for Communication
Understanding your DEBT TO INCOME Ratio
How To Handle Finances in Marriage
Tips for Debt Free Living and Marriage Financial Planning
How Do I Maximize My Employer Benefits
How can I use my 401k to build wealth?"
What Should I Do with My Stock Options?
Creating “Walk-Away” Wealth: Strategies for Equity Compensation – Part 1 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Bet...
3 Things to Pay Attention to for the Rest of 2018 - Experiencing Financial Contentment with Dominique Henderson, CFP® | Get Better Results in Your Lif...
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