Market In Motion Podcast For Financial Advisors

New York Time columnist sheds light on practical tactics to connect with clients and ease their anxieties. Certified Financial Planner and creator of The Behavior Gap, Carl Richards, has discovered that the most powerful tactic to help a client that’s thinking irrationally isn’t to explain the details and numbers behind their scenario but to understand the emotional reasons for their perspective, and break down their goals and issues through storytelling. This is what lead to his weekly column in the New York Times: The Sketch Guy. In this absolutely information-loaded discussion, Mike Woods gets Carl Richards to reveal practical and tactical advice that will help financial advisors connect with their clients and keep them thinking rationally more easily than you thought possible. Listen to this discussion right now to discover: How to approach important challenges and issues troubling your clients in a way that will bring them to a rational mindset and give them confidence in the plan you’ve built for the