Would you slightly stroll by 37,000 totally different monetary situations along with your purchasers or overview 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 supplies advisors a approach to seize very important consumer information shortly and simply, and finally current a holistic image of their monetary life in a tangible and comprehensible approach. 

Shannon and Carl focus on:

• How Components is modernizing the standard monetary planning mannequin
• What’s the aim 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 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 Occasions since 2010.

Carl has additionally been featured on Market Cash, Oprah.com, and Forbes.com. As well as, Carl has grow to be a frequent keynote speaker at monetary planning conferences and visible studying occasions around the globe.

By means of his easy sketches, Carl makes advanced monetary ideas straightforward to know. His sketches additionally function the inspiration for his two books, The One-Web page Monetary Plan: A Easy Technique 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 Heart in Park Metropolis, Utah in addition to different showings at Parsons College of Design in New York Metropolis, The Schulz Museum in Santa Rosa, California, and an exhibit on the Mansion Home in London.