Verify your advisor’s value proposition and overcome the cheater syndrome with Carl Richards

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Verify your advisor’s value proposition and overcome the cheater syndrome with Carl Richards

Carl Richards has a profession that many individuals would envy. He labored for prime monetary planning firms, constructed his personal RIA, wrote two books and a column for The New York Instancesand travels overseas to speak to crowds about monetary planning. However like most of us, Carl nonetheless struggles with a cheater syndrome that threatens his confidence in his personal success.

On this interview, Carl and I discuss why many nice monetary advisors are consistently questioning whether or not or not they supply worth for which their shoppers pay.

We will even dive into the various alternatives Carl has had throughout his profession and why he nonetheless feels fortunate in a lot of them. They share some actual insights as to why counselors shouldn’t permit cheater syndrome to forestall them from doing worthwhile and essential work for shoppers or from seizing the alternatives that come their means.

Get full notes and a transcript of this episode at: https://www.kitces.com/14

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