9 min listen
Carl Richards - How to Make and Keep Financial Goals
Carl Richards - How to Make and Keep Financial Goals
ratings:
Length:
51 minutes
Released:
May 20, 2021
Format:
Podcast episode
Description
Tune in to hear:- Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so what’s the difference between a real financial advisor and a fake financial advisors?- What practical advice can help one avoid a financial advisor that doesn’t have your best interests at heart?- How do we help clients articulate powerful goals that are salient and motivating without failing prey to this trip of false precision?- How do we begin to see ourselves as we truly are, allowing us to become better financial advisors?- We have a tendency as a culture to always move the goalpost on what is enough - what can we do to cultivate a spirit of knowing when we have enough?- How might we look at asset classes like cryptocurrencies and NFTs through a behavioral finance lensWeb: www.thesocietyofadvice.comCompliance Code: 1688-OAS-5/20/2021
Released:
May 20, 2021
Format:
Podcast episode
Titles in the series (100)
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