Wednesday, March 22, 2023

Facilitating Significant Monetary Planning Conversations

Would you relatively stroll by means of 37,000 totally different monetary eventualities along with your purchasers or evaluation 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 option to seize important consumer information rapidly and simply, and finally current a holistic image of their monetary life in a tangible and comprehensible method. 

Shannon and Carl focus on:

  • How Components is modernizing the normal monetary planning mannequin
  • What’s the purpose of the one-page-plan (OPP) and the way they profit advisors and their purchasers
  • Why they’re centered on constructing a consumer centric cell app and general participating expertise
  • What makes Components ‘nudge’ capabilities totally 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,, and As well as, Carl has change into a frequent keynote speaker at monetary planning conferences and visible studying occasions world wide.

By means of his easy sketches, Carl makes advanced monetary ideas simple to know. His sketches additionally function the inspiration for his two books, The One-Web page Monetary Plan: A Easy Option to Be Sensible 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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