Behavior Gap Radio: Exploring human behavior...with a Sharpie

The Client's Goals by Carl Richards: Human Behavior, Creativity, Behavioral Finance

This is episode three in a series on what I am calling Below the Water Line Issues. As financial advisors, the things we need to be doing to allow us to have a healthy, productive and long career. Part of our job is dealing with other people's anxiety and if we're not doing these things that lie below the water line, they're the ones we never talk about because they're unspeakable ... I have appointed myself vice president of unspeakable things, so we're talking about them here. This episode is on sleep and this one is probably the one that I struggle the most with, so I'm going to be walking you through the wisdom of other people, the things I've learned from other people.

This is Episode 2 in a series on Below the Water Line, we're calling it, on the things that you can do to increase your ability to deal with the stress, and the anxiety that comes from being a real financial advisor, or that can come. I should say it that way, right, that can come from being a real financial advisor. Please go back and listen to Episode 1 if you haven't already. It's an important, it's important for you to understand and I don't want to rehash it here, other than to say that I've appointed myself vice president of unspeakable things, and we're going to talk about some of them and we're going to get really specific.

Below The Water Line, Part 1 by Carl Richards: Human Behavior, Creativity, Behavioral Finance

Find Your Niche by Carl Richards: Human Behavior, Creativity, Behavioral Finance

Entrepreneurs Go All In by Carl Richards: Human Behavior, Creativity, Behavioral Finance

Your Client's Time Frame by Carl Richards: Human Behavior, Creativity, Behavioral Finance

You're a Great Storyteller by Carl Richards: Human Behavior, Creativity, Behavioral Finance

Choose to be a Real Investor by Carl Richards: Human Behavior, Creativity, Behavioral Finance

Greetings. This is Carl, and you are listening to another episode of Behavior Gap Radio, the podcast for Real Financial Advisors all over the world. I'm making the argument that trust is an asset, or at least, I'm encouraging you think about trust as an asset, and I'm making the argument that it's actually the single most valuable asset that real financial advisors have, and to test that claim, I've encouraged you to think about what would happen to you if you did something to lose the trust of your current clients, your future clients, and your community. Today, I'm talking about how you do trust at scale. To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter at behaviorgap.com.

Greetings. This is Carl and you are listening to Behavior Gap Radio. This is Episode 2 in a short little series on trust. Really, I'm encouraging you to explore with me, it's something I'm exploring as well, this idea that trust as an asset, the idea of trust as an asset. To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter at behaviorgap.com

Pre-Load Your Spending by Carl Richards: Human Behavior, Creativity, Behavioral Finance

Let me make a claim here, a contention, an argument that trust is the single most valuable asset that any real financial advisor has. Just for a minute, I want you to take that asset away. Let's say you did something tomorrow, and it's not hard to imagine what you could do to have this result, but let's say you did something tomorrow to lose the trust of your current clients, your future clients, and your community, and collectively the world, right? Let's say you did that. What would you have left? If you lost that asset, what would you have left? To learn more about being a real financial advisor, sign up for the Behavior Gap Newsletter at behaviorgap.com.

Challenge Your Assumptions by Carl Richards: Human Behavior, Creativity, Behavioral Finance

When I tried to buy a kite, I got a taste of what it means to have a strong opinion as an entrepreneur. Now, of course, there are trade offs for having strong opinions, but I've found that my response and the response of others to these entrepreneurs with strong opinions suggests we might want to test not trying to be a fit for everyone. To learn more about being an entrepreneur and real financial advisor, sign up for the Behavior Gap Newsletter at behaviorgap.com.