The client is the hero of this journey, the financial planner is the guide – Carl Richards

This week Sam is joined by two guests, Paul Bradley, Founder of Chiltern Hills Financial Planning, is back on the show and he’s brought along Carl Richards. Carl is a Certified Financial Planner and creator of the Sketch Guy column, appearing weekly in The New York Times for 10 years. In addition to writing, sketching, and podcasting, he is a frequent keynote speaker at financial planning conferences and visual learning events around the world. Today Carl shares his fascinating thoughts on the true purpose of a financial planner, how we can help our clients to set goals by asking the right questions and how remaining curious can form deep and powerful connections. We also dive deep into positive psychology, avoiding pain, seeking pleasure and how to use imposter syndrome to your advantage. 

We cover: 

• The true purpose of a financial planner 
• Are we too money focused? 
• Teaching people how to set goals instead of asking them 
• How imposter syndrome can be your friend 
• Being curious and forming deep connections 
• Positive psychology 

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Below are some excellent links from our sponsor Recruit UK for any aspiring or experienced financial planners looking for new job opportunities or looking to get ahead in their career.       
       

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With limited entry-level job roles, giving yourself the best financial planning career education, will not only kick start your financial planning journey with relevant qualifications and skills, but it’ll also help you achieve success much faster.&nbs

Be sure to follow financial planner life on YouTube for extra content about a career within Financial Planning HIT THAT SUBSCRIBE BUTTON!

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