Carl Richards - Top Tips for Setting and Sticking to Financial Goals for Long-Term Success

Tune in to hear: - Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so what’s the difference between a real financial advisor and a fake financial advisors? - What practical advice can help one avoid a financial advisor that doesn’t have your best interests at heart? - How do we help clients articulate powerful goals that are salient and motivating without failing prey to this trip of false precision? - How do we begin to see ourselves as we truly are, allowing us to become better financial advisors? - We have a tendency as a culture to always move the goalpost on what is enough - what can we do to cultivate a spirit of knowing when we have enough? - How might we look at asset classes like cryptocurrencies and NFTs through a behavioral finance lens Web: www.thesocietyofadvice.com Compliance Code: 1688-OAS-5/20/2021