Advisers: Speak up and share what you know and what you do

Advisers: Speak up and share what you know and what you do
You're doing amazing work, but you're so busy doing the work that you don't always have time to let anyone know what you're doing
NOV 04, 2015
This week I want to focus on something a little less technical. I want to say thank you. First, thank you for listening. I know you have a choice about how to spend your time and I so appreciate the time and attention you've given this column. I hope you feel it's been helpful to you, and by connection, to your clients. Second, I want to say thank you for doing such a fantastic job. I know you may not hear that very often. But I hear frequently from people telling me what a difference it's made in their lives to work with real financial advisers. You're doing great work, and more people should know it. I think many of you belong to the Secret Society of Real Financial Advisers. You're doing amazing work, but you're so busy doing the work, that you don't always have time to let anyone know what you're doing. So when there's an opportunity, don't be afraid to speak up and share what you know and what you do. Finally, over the next few weeks, I encourage you to tell the people in your life how much you appreciate them. From your clients and peers to friends and family, make it a point to tell them "thank you." To help you with that, I'm sharing my Circle of Gratitude sketch. It's free to you to download and share under a Creative Commons license. It's a hi-res file, so you can print it and share it or drop it into an email. Just click here to download your sketch. For some reason, sharing this image sparks some incredible conversations and moments. So if you think of it, I'd love to hear your stories. Just shoot me an email at [email protected]. Carl Richards is a certified financial planner and director of investor education for the BAM Alliance. He's also the author of the weekly "Sketch Guy" column at the New York Times. He published his second book, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money (Portfolio) this year. You can email Carl here, and learn more about him and his work at BehaviorGap.com.

Latest News

Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans
Advisor moves: Atlas tops $1B as Wells Fargo, UBS add bank veterans

Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B

Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state
Advisor mom’s son used her password to log into clients’ accounts, sell deal with conflicts, according to Washington state

“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.

Osaic in talks with Anthropic as AI reshapes advisor workforce
Osaic in talks with Anthropic as AI reshapes advisor workforce

The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO

The retirement milestone advisors aren't tracking
The retirement milestone advisors aren't tracking

For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.

Wealthtech firms target stock pay, pensions and heirs for advisors
Wealthtech firms target stock pay, pensions and heirs for advisors

Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions

SPONSORED Best Practices for Engaging Women Around Alternatives

Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.

SPONSORED Built on insurance experience to deliver on long-term promises

Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.