Some podcast conversations come along at exactly the right time.

When I originally reached out to my guest today, I had no idea we would be working from home, avoiding all social contact, and living through an unprecedented time of economic and market upheaval.

Carl Richards is well-known in the Financial Planning profession as someone who distils complex concepts into simple messages, through his behaviour gap artwork.

A Certified Financial Planner, Carl has a powerful message for the Financial Planner community, never more important than right now.

In this conversation, we talk about why this time is different, but also the same; how Financial Planners can best navigate their clients through the weeks and months ahead; and our shared passion for cold water, and what it means for our ability to deal with market-related traumas.

Here’s my conversation with Carl Richards in season two, episode six of the Financial Planner Marketing Playbook.