Nov 1, 2021
In Episode #19 of Mindset Mastery, “Why Standing Out is No Longer Enough – And What To Do Instead”, Mindset Mastery host Marie Swift speaks with Carl Richards, a.k.a. “The Sketch Guy” for the New York Times. They talk about how to be hyper-relevant to the smallest group of people possible so that you can make the biggest difference in your clients’ lives.
In a nutshell: Real financial planners can become the “the signal” by being visible while continually articulating their true value. Too many really great financial planners underestimate or can’t clearly articulate their value. In this interview, Carl provides a metaphor that can help you anchor in on the value you really provide as you provide mission-critical advice to your clients over time. Carl also provides tips on how to stay resilient and grounded during tough times.
To learn more about Carl Richards and The Society of Financial Advice, visit www.TheSocietyOfAdvice.com.
Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country’s leading professional association of Fee-Only financial advisors. Learn more about NAPFA at www.NAPFA.org