Show Notes
Whether you’re making a lifestyle change, decluttering, or giving client presentations, simplicity changes lives.
It’s complexity that often leaves people unsatisfied.
Carl Richards is a Certified Financial Planner™, creator of the “Sketch Guy” column, appearing weekly in The New York Times since 2010, and author of “The Behavior Gap.”
Carl is widely known for simplifying the complex subject of finance by creating easy-to-understand sketches.
In this episode, we chat about how to navigate emotional situations productively, eliminating distractions that leave audiences empty, and how elegant simplicity can change not only your life but the life of your clients.
We explore:
- What the best training in the financial industry doesn’t prepare you for. The answer may surprise you.
- How to simplify your message with custom illustrations. Good news, you don’t need to have an art degree to do it.
- The one presentation format that you should STOP right now. We’ve all fallen victim to it.
- The 2-word phrase that breaks client trust and the 2-word phrase that solidifies it.
- Why having a “diagnosis before you prescribe” mentality will take your client relationship to the next level.
- How to reignite, and ultimately keep, the spark of innovation alive.
- The exercise you can do right now, that will determine if you’re differentiating yourself from your competition…not just in your community, but nationally.
- And the one strategy Carl wants you to steal that increases happiness personally and professionally.
Links to check out:
This episode was brought to you by:
Snappy Kraken: helping financial advisers create meaningful connections that drive business.
What is Steal My Strategy?
Financial services marketing needs a jolt!
We need a way to solve for unique problems and connect deeper with people…and that happens when you mix different perspectives together.
The best ideas come from outside the industry. Join Robert Sofia, CEO of Snappy Kraken, as he chats with some brilliant minds so you can copy their strategies into your financial practice.