March 16, 2022

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

181 Simplifying Your Expertise with The Sketch Guy, Carl Richards

Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses.  But business owners are - well - busy - and may have little time or interest in wrapping their head information large and...


Some business owners have yet to learn concepts about accounting and tax that would be useful to them in their businesses. 

But business owners are - well - busy - and may have little time or interest in wrapping their head information large and small.  

Yet, when your business-owning clients understand important money and tax concepts more readily, it makes your job easier. 

How then, to simplify information to make it more readily understood?

Here today to talk with me about this challenge is my guest, Carl Richards. Carl is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Through his simple sketches, Carl makes complex financial concepts easy to understand.

Carl also shares about the experience of compiling his sketches into a book, offering it to his fans, and he has learned from the experiment.

 

Highlights:

— “Nobody cares about your solutions. They care about their problems.” 

— “Stop selling, stop overcoming objections, and start listening.”

— “If we can get really clear about what the goal is and why we're doing the work, then the prescription can be super easy, super simple.” 

— “There's this pile of intellectual property now. And so it all starts with believing it's actually really valuable. We just need to create it as intellectual property in a way that we can see it.”

— “To those who are feeling a degree of uncertainty and also thinking there are better ways to share the knowledge and expertise to serve my clients, just try little experiments and interact with people.” 



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Connect with Carl:

Website: https://behaviorgap.com/

 

Carl’s book:

The One-Page Financial Plan: A Simple Way to Be Smart About Your Money

https://www.amazon.com/One-Page-Financial-Plan-Simple-Smart/dp/1591847559