Ep #2: An Inside Look Into Carl Richards Financial Planning Process
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Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl\\u2019s unique financial planning process, from introductory meeting all the way through plan delivery. You don\\u2019t want to miss this exclusive look under the hood of how Carl provides financial planning as well\\xa0as his solid advice that that will surely positively impact your business.
\\nYou can find show notes and more information by clicking here:\\xa0http://www.xyplanningnetwork.com/2
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