In this episode, Carl explores the productive tension between problem-to-solve planning and purpose-based planning, and why great planning requires moving fluidly between both. He explains how advisors should meet presenting problems with real empathy while quietly listening for deeper signals about purpose, meaning, and values beneath the surface. The work, he argues, isn’t choosing one approach over the other. It’s serving the human in front of you, solving what hurts right now, and gently guiding the conversation toward why any of it matters in the first place.

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