Carl Richards has a mantra for financial advisors that he says changes everything once you can fully internalize it:
"Financial advisors are guides in a changing landscape. Not the defenders of an outdated map."
It's no longer enough for advisors to build a detailed financial plan or construct a portfolio.
It's about building trust and connection with clients, unearthing their values and emotions around money, and changing their behavior for the better.
It's about the human side of advice.
And, if you're looking to excel at the human side of advice, there is no one better than Carl Richards.
*For more resources discussed in this episode, check out www.wiredplanning.com/episode39.
*For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.