Nov 2, 2016
On today’s episode, we talk with author, artist, columnist, and certified financial planner Carl Richards. His New York Times column Sketch Guy has become famous in the financial advising community, as his sketches have the unique ability to distill complex concepts into simple diagrams clients can understand. We discuss the advantages that human advisors have over automated investment services, why simplicity can be powerful, and tips for communicating financial concepts to your clients.
“I would not give a fig for the simplicity this side of complexity, but I would give my life for the simplicity on the other side of complexity.” - Oliver Wendell Holmes Jr.
For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/the-art-of-communication/.