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Video and Q&A: Back to Basics with Carl Richards

When was the last time you spoke with your clients about their life goals? Gaining a client's trust is not as complicated as we think. It's about asking the right questions and accommodating the aspects of their lives that matter most. So stop worrying about learning the latest tricks - let's start with the basics!

About Carl:
Carl Richards became an accidental artist with his simple sketches that make complex financial concepts easy to understand for thousands of people every week on The New York Times Bucks blog. Richards’ art, which he refers to as Visualizing Finance, has its first showing at the Kimball Art Center, in Park City, Utah. His commissioned work is on display in businesses and educational institutions across the country. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl appears regularly on National Public Radio’s Marketplace Money, writes a column for Morningstar Advisor, and keynotes financial planning conferences and visual learning events. You can find more of his writing and sketches at BehaviorGap.com. A Certified Financial Planner, Carl serves as the director of investor education for BAM Advisor Services and lives in Park City, Utah, with his family.
Recorded Aug 1 2012 45 mins
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Carl Richards, Author, "The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money"
Presentation preview: Video and Q&A: Back to Basics with Carl Richards

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  • Channel
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Thought Leadership for Financial Advisors (TLFA) provides Registered Investment Advisors (RIA) and fee-only financial advisors with practice management insights. You can find industry luminaries presenting weekly webinars on topics such as social media, marketing, referrals, engaging the affluent, compliance, life planning, retirement planning, and succession planning.

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  • Title: Video and Q&A: Back to Basics with Carl Richards
  • Live at: Aug 1 2012 5:00 pm
  • Presented by: Carl Richards, Author, "The Behavior Gap: Simple ways to Stop Doing Dumb Things with Money"
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