{"id":7117,"date":"2025-01-20T16:55:42","date_gmt":"2025-01-20T16:55:42","guid":{"rendered":"https:\/\/www.blueleaf.com\/blog\/carl-richards-lessons-from-deep-thinking-about-financial-planning-wealth-management-and-working-with-clients\/"},"modified":"2025-01-20T16:55:42","modified_gmt":"2025-01-20T16:55:42","slug":"carl-richards-lessons-from-deep-thinking-about-financial-planning-wealth-management-and-working-with-clients","status":"publish","type":"post","link":"https:\/\/www.blueleaf.com\/blog\/carl-richards-lessons-from-deep-thinking-about-financial-planning-wealth-management-and-working-with-clients\/","title":{"rendered":"Carl Richards Lessons From Deep Thinking About Financial Planning, Wealth Management and Working With Clients"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\"><iframe data-target=\"the-augmented-advisor\/carl-richards-lessons-from-deep-thinking-about-financial-planning-wealth-management-and-working-with-clients\" src=\"https:\/\/play.pod.co\/the-augmented-advisor\/carl-richards-lessons-from-deep-thinking-about-financial-planning-wealth-management-and-working-with-clients\" frameborder=\"0\" width=\"100%\" scrolling=\"no\" style=\"overflow:hidden;max-width:750px;height:160px;\" class=\"podcastdotco-player podcastdotco-player--episode\"><\/iframe><script src=\"https:\/\/play.pod.co\/embed\/frame-v1.js\"><\/script><\/div>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<iframe width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/4RtHUUEsdS4?enablejsapi=1\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen=\"\"><\/iframe>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">In This Episode<\/h2>\n\n\n\n<p>This is a fascinating conversational journey that ranges from using <a href=\"https:\/\/www.kitces.com\/blog\/taking-action-financial-advisor-confidence-goals-business-strategy\/\" rel=\"noreferrer noopener\" target=\"_blank\">Michael Kitces<\/a> as a verb to leveraging deep empathy and the \u201c<em>righteous tricks<\/em>\u201d to help clients. <a href=\"https:\/\/behaviorgap.com\/about\/\" rel=\"noreferrer noopener\" target=\"_blank\">Carl Richards<\/a> shares some of his deep thinking about real financial planning, wealth management and working with human beings and their money to help them accomplish what\u2019s important to them.<\/p>\n\n\n\n<p><strong>Core Topics Covered In This Episode<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Making the abstract concrete<\/li>\n\n\n\n<li>Words (and shared meaning) matter &#8211; the different meanings of Exposure<\/li>\n\n\n\n<li>Deep empathy and the \u201crighteous tricks\u201d to help clients<\/li>\n\n\n\n<li>Money, meaning and real financial planning (aligning your use of capital with what\u2019s important to you)<\/li>\n\n\n\n<li>Humans and their money are a complex adaptive system so goal clarification happens overtime as the system adapts and change<\/li>\n\n\n\n<li>You could \u201cMichael Kitces\u201d your way to it (deep analysis)<\/li>\n\n\n\n<li>Compound \u201cinfluence\u201d&nbsp;<\/li>\n<\/ul>\n\n\n\n<p><strong>Additional Resources Mentioned In This Episode<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/behaviorgap.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">Behavior Gap<\/a> &#8211; This is Carl&#8217;s business and the jumping off point for &#8220;all things Carl Richards&#8221;<\/li>\n\n\n\n<li><a href=\"https:\/\/behaviorgap.supercast.com\/new_landing?\" rel=\"noreferrer noopener\" target=\"_blank\">Behavior Gap Radio<\/a> &#8211; This is Carl&#8217;s daily podcast where he practices his concept of &#8220;compound influence&#8221;.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.thesocietyofadvice.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">The Society of Advice<\/a> &#8211; Here there be dragons.<\/li>\n\n\n\n<li><a href=\"https:\/\/lukeburgis.com\/wanting\/#\" rel=\"noreferrer noopener\" target=\"_blank\">&#8220;Wanting&#8221; by Luke Burgis<\/a> &#8211; Carl mentioned this book as a resource for financial advisors to gain a deeper understanding of what clients really want.<\/li>\n\n\n\n<li><a href=\"https:\/\/buckinghamstrategicwealth.com\/people\/larry-swedroe\" rel=\"noreferrer noopener\" target=\"_blank\">Larry Swedroe<\/a> &#8211; Carl mentioned how Larry wrote books to share stories about his investment process and philosophies as a little marketing hack.<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div class=\"podcastdotco-wrapper\" style=\"overflow:hidden;padding-top:50px;position:relative;\"><iframe src=\"https:\/\/embed.pod.co\/subscribe-button\/the-augmented-advisor\" frameborder=\"0\" scrolling=\"no\" style=\"border:0;height:100%;left:0;position:absolute;top:0;width:100%;\" class=\"podcastdotco-subscribe\"><\/iframe><\/div>\n","protected":false},"excerpt":{"rendered":"<p>In This Episode This is a fascinating conversational journey that ranges from using Michael Kitces as a verb to leveraging deep empathy and the \u201crighteous tricks\u201d to help clients. Carl Richards shares some of his deep thinking about real financial planning, wealth management and working with human beings and their money to help them accomplish&#8230;<\/p>\n","protected":false},"author":2,"featured_media":7118,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"content-type":"","om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[91],"tags":[61,37,59,51],"class_list":["post-7117","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-podcast","tag-advisor-tips","tag-client-communication","tag-client-service","tag-financial-advisor"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7117","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/comments?post=7117"}],"version-history":[{"count":0,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/posts\/7117\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media\/7118"}],"wp:attachment":[{"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/media?parent=7117"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/categories?post=7117"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.blueleaf.com\/wp-json\/wp\/v2\/tags?post=7117"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}