Viewpoint by Russell Investments

Deep Dive | ‘Sketch Guy’ Carl Richards: Being a “real” financial advisor

October 07, 2021 Russell Investments
Viewpoint by Russell Investments
Deep Dive | ‘Sketch Guy’ Carl Richards: Being a “real” financial advisor
Show Notes


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


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Date of first use: October 2021. CORP-11920