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