Facilitating Significant Monetary Planning Conversations

Would you quite stroll by way of 37,000 completely different monetary situations along with your purchasers or assessment a one web page sheet simplifying the monetary plan? To not point out being able to showcase what actually issues to your purchasers. 

On this episode, Shannon Rosic, director of WealthStack Content material and Options, is joined by Carl Richards, chief model officer of Components, in discussing how the corporate gives advisors a technique to seize important consumer knowledge rapidly and simply, and finally current a holistic image of their monetary life in a tangible and comprehensible means. 

Shannon and Carl talk about:

  • How Components is modernizing the normal monetary planning mannequin
  • What’s the objective of the one-page-plan (OPP) and the way they profit advisors and their purchasers
  • Why they’re targeted on constructing a consumer centric cellular app and total partaking expertise
  • What makes Components ‘nudge’ capabilities completely different from any of the opposite CRM suppliers and different planning suppliers

Join with Shannon Rosic:

Join with Carl Richards:

About Our Visitor:

Carl Richards is a Licensed Monetary Planner and creator of the Sketch Man column, showing weekly in The New York Instances since 2010.

Carl has additionally been featured on Market Cash, Oprah.com, and Forbes.com. As well as, Carl has turn out to be a frequent keynote speaker at monetary planning conferences and visible studying occasions world wide.

Via his easy sketches, Carl makes complicated monetary ideas straightforward to know. His sketches additionally function the inspiration for his two books, The One-Web page Monetary Plan: A Easy Option to Be Good About Your Cash and The Conduct Hole: Easy Methods to Cease Doing Dumb Issues with Cash (Portfolio/Penguin).


His sketches have appeared in a solo present on the Kimball Artwork Middle in Park Metropolis, Utah in addition to different showings at Parsons Faculty of Design in New York Metropolis, The Schulz Museum in Santa Rosa, California, and an exhibit on the Mansion Home in London.


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