While fighting in Washington isn’t new, the cause of this particular fight might shock you. A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. We've all been taught that one plus one equals two. It’s safe to … In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. One draws with a Sharpie, the other nerds out with spreadsheets, and both provide you with unique perspectives so that you can more effectively communicate with and serve your clients, run a more fulfilling practice, and maintain a healthier lifestyle. Learn More Investments. Carl joins the show to encourage advisors to explain financial concepts to clients in the most simple way imaginable. The behavior gap is a term coined by financial planner Carl Richards that refers to the difference between real investor returns and average investment returns. Finding Your Focus Amidst The Draw To Do More 'Public Work' In A Mid-Career Crisis: Kitces & Carl Ep 37. ”Everyone is feeling uncertain about what’s going on today. A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. Credit... Eric Thayer for The New York Times. LEARN MORE. For example, he pushes the concept of “no shame, no blame” anytime you have financial discussions with your partner, advisor, or even yourself. Listen to Kitces and Carl - Real Talk for Real Financial Advisors on Spotify. Disciplined, diversified, low cost approach with transparent fee structure. Here we bring them to you all in one place for easier browsing. By Carl Richards. Carl Richards is a certified financial planner in Park City, Utah. It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. Release Date: 2 months ago. Each advisor is supported by the resources of the firm and many work within a team structure. Planner, author and New York Times blogger Carl Richards, founder of Prasada Capital Management, has joined St. Louis-based BAM Advisor Services as its director of investor education. To participate, sign in to Twitter and direct your questions and comments to @CFAWealth . Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. A no-holds barred conversation for Real Financial Advisors with industry nerd Michael Kitces and client communication expert Carl Richards. Ed Snyder: I'm hopeful that regulations will be put in to place to help consumers differentiate between who is a real financial advisor and who is a broker or salesperson. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com. RIA Advisors Named To 2019 Financial Times 2019 Top 300 Registered Investment Advisors. 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