Do Relational Shortcuts for Building Trust With Clients Work?

Tune in to hear:

- What are some problems that money solves well and what are some problems it does a poor job of solving?

- Has Carl recently pivoted a bit in his career to focus more on the philosophical or, more broadly, “life stuff?” If so, why? 

- Has Carl found any common thread between people who feel a sense of security, both financially and in a broader sense?

- What are some things that the financial services industry isn’t speaking about that are topical and need to be addressed?

- How can those in the financial advising community take better care of themselves on route to taking better care of their clients?

- How has Carl benefited personally from asking good questions and listening?

Compliance Code: 2093-OAS-11/2/2022

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