You're a Financial Planner, Now What?

You're a Financial Planner, Now What?


Real Work and the Secret Society of Financial Planners

April 28, 2020

Carl Richards of New York Times Sketch Guy fame needs no introduction. As a former financial planner and current columnist, author, and speaker, Carl had lots to share with Hannah about what the “real work” in our profession, the beauty of simplicity, and why we need to focus on understanding problems rather than offering solutions.