Speaker profile last updated by AAE Talent Team on 05/09/2024.
In this session, financial advisors will gain greater awareness into what it means to deliver a behaviorally-informed financial planning process. Specifically, the session elaborates on the idea that financial planners are not defenders of an outdated map but are guides in an ever-changing landscape. To that end, advisors will learn specific phrasing for working with clients. They will gain insight into client emotions and how emotions can, if we are guides, positively impact the advisor-client relationship. And perhaps most important, advisors will be challenged to adopt a process where we normalize, with clients, the search for disconfirming evidence and begin to see financial plans as just strong opinions… held loosely, placing the power of the work between advisors and clients into course corrections and relationships.
Carl Richards is a keynote speaker and industry expert who speaks on a wide range of topics such as Purpose vs. Goals, Precision vs. Persistence, Facts vs. Empathy, Plans vs. Planning. The estimated speaking fee range to book Carl Richards for your event is $30,000 - $50,000. Carl Richards generally travels from and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Bola Sokunbi, Jason Schenker, Ashley Feinstein Gerstley, Bobbi Rebell and Manisha Thakor. Contact All American Speakers for ratings, reviews, videos and information on scheduling Carl Richards for an upcoming live or virtual event.
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