Financial Advisor Success

Ep 014: Validating Your Advisor Value Proposition And Overcoming Imposter Syndrome With Carl Richards


Listen Later

Carl Richards has a career that many people would be envious of. He's worked for top-notch financial planning firms, built his own RIA, written two books and a column for The New York Times, and travels internationally to speak to crowds about financial planning. But like most of us, Carl still deals with impostor syndrome that threatens his confidence in his own success.

In this interview, Carl and I talk about why many great financial advisors constantly question whether or not they're providing the value their clients are paying for.

We also dive into the many opportunities Carl has had throughout his career, and why he still feels today like he's lucked into many of them. He shares some real wisdom about why advisors shouldn't let impostor syndrome keep them from doing valued, important work for clients or seizing the chances that come their way.

Get the full show notes and transcript for this episode at: https://www.kitces.com/14

...more
View all episodesView all episodes
Download on the App Store

Financial Advisor SuccessBy Michael Kitces

  • 4.7
  • 4.7
  • 4.7
  • 4.7
  • 4.7

4.7

696 ratings


More shows like Financial Advisor Success

View all
Behind The Advisor by XYPN

Behind The Advisor

139 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

199 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

941 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

752 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

697 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,018 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

472 Listeners

The Perfect RIA by Matthew Jarvis, CFP® & Micah Shilanski, CFP®

The Perfect RIA

462 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,144 Listeners

The Long View by Morningstar

The Long View

932 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

246 Listeners

Ask The Compound by The Compound

Ask The Compound

338 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,061 Listeners

The Efficient Advisor: Tactical Business Advice for Financial Planners by Libby Greiwe

The Efficient Advisor: Tactical Business Advice for Financial Planners

134 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

989 Listeners