Carl Richards - How to Make and Keep Financial Goals

51:06
 
Share
 

Manage episode 292997479 series 1454631
By Standard Deviations with Dr. Daniel Crosby and Dr. Daniel Crosby. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

Tune in to hear:

- Carl Richards speaks about serving real financial advisors. This of course presupposes the existence of fake financial advisors, so what’s the difference between a real financial advisor and a fake financial advisors?

- What practical advice can help one avoid a financial advisor that doesn’t have your best interests at heart?

- How do we help clients articulate powerful goals that are salient and motivating without failing prey to this trip of false precision?

- How do we begin to see ourselves as we truly are, allowing us to become better financial advisors?

- We have a tendency as a culture to always move the goalpost on what is enough - what can we do to cultivate a spirit of knowing when we have enough?

- How might we look at asset classes like cryptocurrencies and NFTs through a behavioral finance lens

Web: www.thesocietyofadvice.com

Compliance Code: 1688-OAS-5/20/2021

179 episodes