Deep Dive | ‘Sketch Guy’ Carl Richards: Being a “real” financial advisor

<p><b>Description:</b></p><p>Join Sophie Antal Gilbert, head of portfolio and business consulting at Russell Investments, and Carl Richards, a certified financial planner, best known for his decade-long New York Times <em>Sketch Guy</em> column, as they talk about what it means to be a “real” financial advisor.  In this episode they discuss:</p><p>·      Being more present with clients by being curious </p><p>·      Thought-provoking icebreaker questions </p><p>·      The One-Page Financial Plan</p><p>·      How to be the advisor clients call first before making financial decisions</p><p>·      Giving clients a bigger yes when saying no</p><p>·      Ideas for generational conversations</p><p>·      The value of your advice<br/><br/></p><p><b>Disclosures:</b></p><p>Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an &quot;as is&quot; basis. Russell Investments does not make any warranty or representation regarding the information. While all material is deemed to be reliable, accuracy and completeness cannot be guaranteed.</p><p>This is not an offer, solicitation or recommendation to purchase any security or the services of any organization.</p><p>Investing in capital markets involves risk, principal loss is possible. There is no guarantee the stated outcomes in the presentation will be met. The audio may contain forecasting or other forward-looking information, this information is inherently uncertain and may be incorrect.</p><p>This is a presentation of Russell Investments. Nothing in this presentation is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The contents of this presentation are intended for general information purposes only and should not be acted upon without obtaining specific legal, tax, and investment advice from