Join Sophie Antal Gilbert, head of portfolio and business consulting at Russell Investments, and Carl Richards, a certified financial planner, best known for his decade-long New York Times Sketch Guy column, as they talk about what it means to be a “real” financial advisor. In this episode they discuss:
· Being more present with clients by being curious
· Thought-provoking icebreaker questions
· The One-Page Financial Plan
· How to be the advisor clients call first before making financial decisions
· Giving clients a bigger yes when saying no
· Ideas for generational conversations
· The value of your advice
Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.
This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.
Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.
This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional concerning your own situation and any specific investment questions you may have.
The information, analysis and opinions expressed herein are for general information only and are not intended to provide specific advice or recommendations for any individual entity.
Russell Investments is the operating name of a group of companies under common management, including Russell Investments Canada Limited.
Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates, with a significant minority stake held by funds managed by Reverence Capital Partners. Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.
Frank Russell Company is the owner of the Russell trademarks contained in this material and all trademark rights related to the Russell trademarks, which the members of the Russell Investments group of companies are permitted to use under license from Frank Russell Company. The members of the Russell Investments group of companies are not affiliated in any manner with Frank Russell Company or any entity operating under the “FTSE RUSSELL” brand.
Russell Investments Financial Services, LLC, member FINRA, part of Russell Investments.
Copyright© 2021 Russell Investments Group, LLC. All rights reserved. This material is proprietary and may not be reproduced, transferred, or distributed in any form without prior written permission from Russell Investments. It is delivered on an “as is” basis without warranty.
Date of first use: October 2021. CORP-11920