This week, Real Money, Real Experts welcomes Carl Richards, Certified Financial Planner and creator of the Sketch Guy column in the New York Times.Co-hosts Rebecca Wiggins and Dr. Mary Bell Carlson talk to Carl about adopting a 'problem understanding' mindset when working with clients and becoming a guide rather than a map defender. Carl also gives a preview of his presentation at this year's AFCPE Symposium.*Show Notes*00:45 Intro Carl01:28 The Drawing Board05:29: Building Client Rapport07:16 How to Listen14:59 The Art vs. The Science18:58 Value in Financial Planning21:28 Judgement & Competition28:14 Sneak Peek of Symposium30:10 Your Two CentsWant to get involved with AFCPE®?Here are a few places to start: Become a Member, Sign up for an Essentials Course, or Get AFC Certified today! Want to support the podcast? We love partnering with organizations that share our mission and values. Download our media kit.

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