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Introducing Carl Richards: Altering the Focus of Your Advice
Can you help clients make good decisions today—keeping the future in mind—while also helping them live with greater happiness in the present?
On this episode of Elementality, Reese and new co-host Carl Richards discuss why your biggest challenge is helping clients make optimal decisions throughout their lives, while ensuring they enjoy the here and now.
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By Jordan Haines, CFP®
4.8
3535 ratings
Can you help clients make good decisions today—keeping the future in mind—while also helping them live with greater happiness in the present?
On this episode of Elementality, Reese and new co-host Carl Richards discuss why your biggest challenge is helping clients make optimal decisions throughout their lives, while ensuring they enjoy the here and now.
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