
Sign up to save your podcasts
Or


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?

138 Listeners

2,178 Listeners

941 Listeners

744 Listeners

260 Listeners

8,557 Listeners

462 Listeners

244 Listeners

115 Listeners

25 Listeners

135 Listeners

995 Listeners

144 Listeners

15 Listeners

25 Listeners