Simplifying Financial Planning for Client Needs

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