BROADCASTS.com

Welcome to Episode 31 of the Conversations for Financial Professionals.\nIn the episode, Carl talks about why a \u201cthinking-approach\u201d to delivering financial advice is more important than ever. He also covers some of his views on technology and how it will shape financial services over the next five years. In addition, we talk about what you can do now to position yourself as a nexgen financial professional.\nCarl Richards is an expert in crafting financial advice as a \u201cnex-gen\u201d financial professional whose accomplishments include:\nCreator of the Sketch Guy column which appears weekly in The New York Times\nWritten pieces featured on Marketplace Money, Oprah.com, and Forbes.com.\nKeynote speaker at financial planning conferences and visual learning events around the world.\nSo if you want to be relational when it comes to giving financial advice, unpacking deeper issues with clients, and being more present with clients so you can practice or incorporate these skills into the client relationship, tune in now!\n\xa0\nShow Highlights:\nSelling certainty as a financial professional\nBeing human and relational\nBeing a guide vs. a defender\nHaving compound impact vs compound interest.\n\nResources:\nAre you a current or aspiring financial professional?\xa0 Click here to join the Jumpstart community!\nListen to previous podcast episodes, clicking here.\nTo receive a newsletter digest of Jumpstart community happenings, click here.\n\xa0\nDon't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.\nWant to collaborate? Click here.\nIf you enjoyed this episode on Crafting Financial Advice as a NexGen Financial Professional, please share it with your friends by using the social media buttons you see at the bottom of the post.\n\xa0\nAnd, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.\n\xa0\nPlease leave a review right now, click here.\n\xa0\nThanks again for listening, reading, and watching!