18 Jan Carl Richards, CFP™
Posted at 19:16h in Podcast 0 Comments
Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. He joins Cooper on Coffee with Connections to go on a deep dive about how financial advisors should think of themselves, what clients feel like during introduction meetings and how his career has evolved over the decades in the financial service industry. If you are in the financial service industry, this is a must-listen!
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