Last month, Carl Richards hosted Amy Mullen on his Worldwide Chapter Meeting for The Society of Advice membership for a conversation about Redefining the role of a Real Financial Planner. Carl mentions that he doesn’t “often have financial industry professionals and experts in our field as guests,” but he made the exception for Amy because he enjoys her tendency to challenge assumptions and provoke new ways of thinking.
“Most often, you’re exceeding [the client’s] expectations when you’re able to facilitate [life planning] conversations they weren’t expecting. But it’s interesting that, as humans, we fear the pushback because it’s going to be different, rather than being excited to show them how we are going to exceed their expectations.”
Carl accepted Amy’s invitation to join her on a webinar with the MQ Community to continue their chat. Join them on December 6th at 10am PT, for A Conversation with Carl Richards.