{"version":1,"type":"rich","provider_name":"Libsyn","provider_url":"https:\/\/www.libsyn.com","height":90,"width":600,"title":"The Real Reason Clients Don't Follow Your Advice","description":"The real challenge for planners is not always giving better advice. It is understanding why clients do not act on the advice they already have. In this episode, Cary Sinnett talks with behavioral finance expert Carl Richards about what gets in the way of follow-through. They explore why clarity, purpose and trust often matter as much as technical precision, and how planners can help clients move from understanding a recommendation to actually acting on it. What you'll learn:  Why the best financial plan is not necessarily the most technically precise plan, but the one a client will implement. How planners can help clients move forward confidently despite uncertainty. Why advice adherence often breaks down when recommendations are disconnected from a client's sense of purpose. How linking financial decisions to personal goals and values can motivate clients to take action. How empathy, curiosity and active listening can help planners recognize hesitation and uncover a client's real concerns. The simple questions Carl uses to encourage deeper conversations and better client outcomes. How the best planners balance technical expertise with humility and curiosity about what matters most to their clients.  Carl also explores how financial planners can move from being problem solvers to sense makers, helping clients interpret uncertainty, connect decisions to their goals and move forward with greater confidence. PFP Resources: Archive:&amp;nbsp;Financial Planning for Aging Clients Resource:&amp;nbsp;AICPA Personal Finance Scorecard Archive: From Risk to Resilience: Disaster Planning for CPA Financial Planners Resource: Top 40 Planning Opportunities 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 CPA\/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&amp;nbsp; Libsyn&amp;nbsp;to find all the latest episodes or search \u201cAICPA Personal Financial Planning\u201d on your favorite podcast app. ","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\/42943018\/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\/42943018"}