Description

“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right?  Are 30-year retirement projections a righteous trick?  Are financial professionals even listening? Join us for this fun, cheeky, and insightful chat featuring Carl Richards’ insightful commentary on the state of the advice profession.

Carl, Adam & Derek discuss:

• How Carl got into the financial industry by mistake
• What is a real financial planner? 
• The neverending alignment of your use of capital (time money energy and attention) with what’s important to your clients = real financial advice.  Everything else is a righteous trick.
• Real financial advice is under no threat of fee compression or going away.  Being more human = solution to perceived threat
• How to be curious longer to give better advice/solutions.
• Are your clients climbing the wrong ladder?
• And lots more!

Resources:

• Connect with Carl on LinkedIn
• Check out the Behavior Gap website
• Buy Carl’s books: “The Behavior Gap” and “The One-Page Financial Plan”
• Follow RethinkFA on LinkedIn
• Apply to be a guest on the RethinkFA Think Tank

Connect With Adam Holt:

• Schedule an Asset-Map Demo
• support@asset-map.com 
• Asset-Map 
• LinkedIn: Adam Holt

Connect With Derek Notman:

• Schedule a Call with Derek
• Conneqtor
• LinkedIn: Derek Notman
• LinkedIn: Conneqtor 
• Twitter: Derek Notman

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