Russell Investments

Description:Join Sophie Antal Gilbert, head of portfolio and business consulting at Russell Investments, and Carl Richards, a certified financial planner, best known for his decade-long New York Times Sketch Guy column, as they talk about what it means to be a “real” financial advisor.  In this episode they discuss:·      Being more present with clients by being curious ·      Thought-provoking icebreaker questions ·      The One-Page Financial Plan·      How to be the advisor clients call first before making financial decisions·      Giving clients a bigger yes when saying no·      Ideas for generational conversations·      The value of your adviceDisclosures:Interviews were recorded as of the date mentioned in the podcast, these views are subject to change at any time without notice based upon market or other conditions and are current as of that date. It is made available on an "as is" basis. Russell Investments does not make any warranty or representation regarding the information. While all mat