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
By  crichards
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

Summit Financial, MassMutual boost advisor appeal with growth-focused tech
Summit Financial, MassMutual boost advisor appeal with growth-focused tech

Summit Financial unveiled a suite of eight new tools, including AI lead gen and digital marketing software, while MassMutual forges a new partnership with Orion.

SEC enforcement actions drop sharply, with focus shifting to investor fraud
SEC enforcement actions drop sharply, with focus shifting to investor fraud

A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.

MAI inks mega-deal with Evoke Advisors to form $60B AUM firm
MAI inks mega-deal with Evoke Advisors to form $60B AUM firm

The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.

Employees tapping retirement funds amid financial strain, led by Gen Zs
Employees tapping retirement funds amid financial strain, led by Gen Zs

Report highlights lack of options for those faced with emergency expenses.

LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says
LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says

However, Raymond James has had success recruiting Commonwealth advisors.

SPONSORED How advisors can build for high-net-worth complexity

Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.