061: Carl Richards on How to Simplify Your Appointment Process and Build Trust by Asking Better Questions

The Elite Advisor Blueprint®: A Podcast for Financial Advisors

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5+ y ago 1:11:46

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In today’s conversation, I grab some time with Carl Richards. For those of you unfamiliar with Carl, he is a CFP and creator of the Sketch Guy column, which has appeared weekly in the New York Times since 2010. Carl and his work have also been featured on Oprah.com, and Forbes.com and he frequently keynotes at financial planning conferences around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand and these sketches have served as the foundation for his two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money.

Today I’m excited to bring this conversation to you as I’m not sure we’ve ever done a deeper dive into the structure of a proper appointment process on this show and the psychology of why your prospects make the decision to either work with you or someone else.

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SHOW NOTES

To get access to today's show notes, including free offer, transcript, and links to all the resources mentioned, visit BradleyJohnson.com/61

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