From Problem Solving to Problem Understanding with Carl Richards

Real Money, Real Experts

English - October 13, 2020 16:00 - 35 minutes - 24.4 MB
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Previous Episode: If You Teach a Man to Fish ... Empowering Communities After COVID-19

Next Episode: Recognizing the Issue of Intimate Partner Violence with Sonya Passi

This week, Real Money, Real Experts welcomes Carl Richards, Certified Financial Planner and creator of the Sketch Guy column in the New York Times.

Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Carl about adopting a 'problem understanding' mindset when working with clients and becoming a guide rather than a map defender. Carl also gives a preview of his presentation at this year's AFCPE Symposium.

*Show Notes*
00:45 Intro Carl
01:28 The Drawing Board
05:29: Building Client Rapport
07:16 How to Listen
14:59 The Art vs. The Science
18:58 Value in Financial Planning
21:28 Judgement & Competition
28:14 Sneak Peek of Symposium
30:10 Your Two Cents

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