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Carl Richards coined the term "real financial planning" years ago. Since then industry influencers have tried to explain what it means. On this episode of Elementality, Reese and Carl talk about the factors that might help provide a definition—an element of trust, technical chops, emotional IQ—and ask if we, as advisors, are getting any better at it?
By Jordan Haines, CFP®4.8
3535 ratings
Carl Richards coined the term "real financial planning" years ago. Since then industry influencers have tried to explain what it means. On this episode of Elementality, Reese and Carl talk about the factors that might help provide a definition—an element of trust, technical chops, emotional IQ—and ask if we, as advisors, are getting any better at it?