Becoming Guides for Changing Landscapes, Not Defenders of Outdated Maps w/Carl Richards

The Exceptional Advisor Podcast - Podcast autorstwa Investments & Wealth Institute

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Certainty is easy to sell, but impossible to deliver. Robert Powell, the editor of Retirement Daily at TheStreet, interviews Carl Richards, CFP®, creator of the New York Times Sketch Guy column, on the importance of acknowledging uncertainty and demonstrating empathy with clients—especially during turbulent, uncertain times. This episode offers candid perspectives on how advisors are getting it right and what work might still need to be done to continue to humanize the financial planning process.

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