Episode description
Tune in to hear:
- What are some problems that money solves well and what are some problems it does a poor job of solving?
- Has Carl recently pivoted a bit in his career to focus more on the philosophical or, more broadly, “life stuff?” If so, why?
- Has Carl found any common thread between people who feel a sense of security, both financially and in a broader sense?
- What are some things that the financial services industry isn’t speaking about that are topical and need to be addressed?
- How can those in the financial advising community take better care of themselves on route to taking better care of their clients?
- How has Carl benefited personally from asking good questions and listening?
Compliance Code: 2093-OAS-11/2/2022