Curiosity and prioritizing clients’ problems is an essential skill in financial advising.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Carl Richards, Founder of The Society of Advice, about why it’s important for advisors to understand that their clients’ priority is their problem, not the advisor’s solutions. They emphasize the need for advisors to stay curious, gather information about their clients’ current issues, and address the challenge of delivering certainty. Additionally, they discuss the evolving role of financial advisors and the significance of the field of financial therapy.

Carl discusses: 

  • Why it’s important for advisors to understand that people don’t care about your solutions, they care about their problems
  • How advisors can stay curious and gather information from their clients about what their current problems are
  • Why certainty is easy to solve but almost impossible to deliver
  • What advisors aren’t doing but should be doing to help their businesses and firms
  • How he works through feelings of fear, and why advisors shouldn’t try to get rid of it
  • Why the field of financial therapy will become much more meaningful
  • The evolving role of financial advisors and why they might soon resemble media companies more than traditional banks
  • And more


Connect with Jamie Hopkins and Ana Trujillo Limón: 

Connect with Carl Richards:

About our Guest: 

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, which appeared weekly for a decade in The New York Times. Carl has also been featured on Marketplace Money,, and In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.


Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Insights into Investments from Partner Summit

By: Carson Group
Keeping up with the markets and investment strategies can be a challenge for any advisor, but it’s easier when you can leverage the help and resources of a partner …

Advisors Face A Diversity Problem

By: Carson Group
The first step to solving any problem is to recognize that one exists. In this case, that problem is the lack of racial and gender diversity in the financial …

Jake Bleicher, CFA: Carson’s Women’s CEO Fund

By: Ana Trujillo Limon
Women-led companies aren’t just a moral choice, they can be a smart financial investment. In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jake Bleicher, …

Encouraging Diversity and Lessons from the Kitchen with Chef Lauren Owens

By: Jamie Hopkins
In today’s episode of Framework, Jamie talks with Lauren Owens, a private chef based out of New Jersey. Lauren has been a line cook, an executive chef, and everything …
1 2 3 146