Ep #2: What the Behavior Gap Teaches Us About Better Financial Planning
Behind The Advisor · Behind The Advisor
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Show Notes
Join us as Carl shares his journey of becoming a financial planner, and later, an author and an artist with absolutely no art background. In this wide-ranging conversation, we spend a good bit of time focusing on Carl's unique financial planning process, from introductory meeting all the way through plan delivery. You don't want to miss this exclusive look under the hood of how Carl provides financial planning as well as his solid advice that that will surely positively impact your business.
You can find show notes and more information by clicking here: https://www.xyplanningnetwork.com/2