{"version":"1.0","type":"rich","provider_name":"Acast","provider_url":"https://acast.com","height":250,"width":700,"html":"<iframe src=\"https://embed.acast.com/$/62bb1f9c21e4cb00121193ed/6390ffb07944c600111c74a3?\" frameBorder=\"0\" width=\"700\" height=\"250\"></iframe>","title":"\"Does your advice suck?\" Featuring Carl Richards","description":"<p>“Your advice is not as good as you think.” - Derek and Adam have a unique debate on how we can rethink the advice profession even more. Do we have our titles right?&nbsp; Are 30-year retirement projections a righteous trick?&nbsp; Are financial professionals even listening? Join us for this fun, cheeky, and insightful chat featuring Carl Richards’ insightful commentary on the state of the advice profession.</p><p><br></p><p><strong>Carl, Adam &amp; Derek discuss:</strong></p><ul><li>How Carl got into the financial industry by mistake</li><li>What is a real financial planner?&nbsp;</li><li>The neverending alignment of your use of capital (time money energy and attention) with what’s important to your clients = real financial advice.&nbsp; Everything else is a righteous trick.</li><li>Real financial advice is under no threat of fee compression or going away.&nbsp; Being more human = solution to perceived threat</li><li>How to be curious longer to give better advice/solutions.</li><li>Are your clients climbing the wrong ladder?</li><li>And lots more!</li></ul><p><br></p><p><br></p><p><strong>Resources:</strong></p><ul><li><a href=\"https://www.linkedin.com/in/thinkingcarl/\" rel=\"noopener noreferrer\" target=\"_blank\">Connect with Carl on LinkedIn</a></li><li><a href=\"https://behaviorgap.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Check out the Behavior Gap</a> website</li><li>Buy Carl’s books: “<a href=\"https://amzn.to/3BjnpFc\" rel=\"noopener noreferrer\" target=\"_blank\">The Behavior Gap</a>” and “<a href=\"https://amzn.to/3Fxd9M4\" rel=\"noopener noreferrer\" target=\"_blank\">The One-Page Financial Plan</a>”</li><li><a href=\"https://www.linkedin.com/company/rethinkfa/\" rel=\"noopener noreferrer\" target=\"_blank\">Follow RethinkFA on LinkedIn</a></li><li><a href=\"https://docs.google.com/forms/d/e/1FAIpQLSfxPxtYxTuhbiuV0xzBm9YJ7jlRWVAdaRejIwp_NHWJBNxZqw/viewform?usp=sf_link\" rel=\"noopener noreferrer\" target=\"_blank\">Apply to be a guest on the RethinkFA Think Tank</a></li></ul><p><br></p><p><br></p><p><strong>Connect With Adam Holt:</strong></p><ul><li><a href=\"https://bit.ly/3tykvJj\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule an Asset-Map Demo</a></li><li><a href=\"mailto:support@asset-map.com\" rel=\"noopener noreferrer\" target=\"_blank\">support@asset-map.com</a>&nbsp;</li><li><a href=\"https://www.asset-map.com/\" rel=\"noopener noreferrer\" target=\"_blank\">Asset-Map&nbsp;</a></li><li><a href=\"https://www.linkedin.com/in/hadamholt/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Adam Holt</a></li></ul><p><br></p><p><strong>Connect With Derek Notman:</strong></p><ul><li><a href=\"https://calendly.com/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">Schedule a Call with Derek</a></li><li><a href=\"https://www.conneqtor.co/\" rel=\"noopener noreferrer\" target=\"_blank\">Conneqtor</a></li><li><a href=\"https://www.linkedin.com/in/dereknotman/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Derek Notman</a></li><li><a href=\"https://www.linkedin.com/company/conneqtor/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn: Conneqtor&nbsp;</a></li><li><a href=\"https://twitter.com/DerekNotmanCFP\" rel=\"noopener noreferrer\" target=\"_blank\">Twitter: Derek Notman</a></li></ul><p><br></p>","author_name":"H. Adam Holt, CFP and Derek N.H. Notman, CFP"}