Ep 40: Communicating your adviser alpha - Carl Richards
Jul 8, 2020
40:05
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Find out how financial advisers can exceed client expectations by communicating peace of mind and providing greater investor returns, rather than just investment returns, from Carl Richards - author of the Behaviour Gap and creator of the Sketch Guy, a weekly column in The New York Times. Also discover why Carl suggests never asking clients about their goals.
Between Meetings with Matt Heine