This week, Real Money, Real Experts welcomes Carl Richards, Certified Financial Planner and creator of the Sketch Guy column in the New York Times.

Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Carl about adopting a 'problem understanding' mindset when working with clients and becoming a guide rather than a map defender. Carl also gives a preview of his presentation at this year's AFCPE Symposium.

Show Notes
00:45 Intro Carl
01:28 The Drawing Board
05:29: Building Client Rapport
07:16 How to Listen
14:59 The Art vs. The Science
18:58 Value in Financial Planning
21:28 Judgement & Competition
28:14 Sneak Peek of Symposium
30:10 Your Two Cents