Sensible Investing Logo

Carl Richards on...

  • Description
  • Share

Carl Richards on... Improving Client Experience

April 15, 2014
Share your comment

Carl Richards, US financial adviser and author of the New York Times' 'Sketch Guy' column, is one of the first to admit that advisers don't always make it easy for their clients to get the most out of their investing experience.

In a recent presentation at a UK conference, Carl outlined four ways advisers can make the whole experience more beneficial and enjoyable: admit you;re part of the problem; talk about the right things; keep it simple; and love your client.


Share this

Please share this content using any of the share buttons below. Please see this page for guidelines on embedding videos and other content in your own website or online marketing.

Share your comment

* Required
Name *
Email Address
Share your comment *
Privacy Policy