{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"Carl Richards on Precision and Purpose","description":"  What happens when technical excellence meets deep human empathy? In this episode, Carl Richards, CFP\u00ae, author of   Your Money  and creator of the famed \u201cSketch Guy\u201d column in The New York Times, joins host Cary Sinnett to explore how CPA financial planners can foster trust through simplicity, storytelling, and purposeful conversation.   Carl shares how sketches can cut through complexity, how planners can create space for real client understanding, and why listening with intention may be your most powerful technical skill. Whether you're coaching a client through uncertainty or explaining a nuanced tax strategy, Carl shows how precision with purpose is the future of trusted planning.   You\u2019ll Learn in This Episode:   Why financial planners are in the behavior change business  Carl challenges CPA financial planners to see their role not just as experts, but as guides who help clients change the way they think and act with money.   How technical precision with purpose can lead to greater outcomes  Carl explains how our drive for technical perfection can sometimes overshadow the deeper emotional and behavioral work required to truly serve clients well.   Practical ways to build trust through clarity and vulnerability  Learn how to shift your communication from \u201cHere\u2019s the solution\u201d to \u201cLet\u2019s explore this together\u201d\u2014and how that builds long-term trust.   Whether you\u2019re a numbers-first technician or a holistic planner striving to connect more deeply with clients, this episode offers both insight and inspiration.  Resources:  Podcast:  Turning Panic into Trust  Video:  Old Problems, New Solutions: Techniques for Solving Concentrated Stock Positions  Podcast:  The why, what, and how behind legacy planning for your clients This episode is brought to you by the\u202fAICPA\u2019s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the\u202fCPA\/PFS credential\u202fprogram, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program. Subscribe to the PFP Podcast channel at Libsyn to find all the latest episodes or search \u201cAICPA Personal Financial Planning\u201d on your favorite podcast app. &amp;nbsp; &amp;nbsp; ","author_name":"AICPA Personal Financial Planning (PFP)","author_url":"https:\/\/pfplanning.libsyn.com\/pfp","html":"<iframe title=\"Libsyn Player\" style=\"border: none\" src=\"\/\/html5-player.libsyn.com\/embed\/episode\/id\/39181860\/height\/90\/theme\/custom\/thumbnail\/yes\/direction\/forward\/render-playlist\/no\/custom-color\/88AA3C\/\" height=\"90\" width=\"600\" scrolling=\"no\"  allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen><\/iframe>","thumbnail_url":"https:\/\/assets.libsyn.com\/secure\/item\/39181860"}