XYPN Radio / Carl Richards

Episode No. 2 | August 24, 2015

Ep #2: An Inside Look Into Carl Richards’ Financial Planning Process

With Carl Richards

Guest Headshot

Today, we’re excited to welcome Carl Richards to XYPN Radio. Carl is the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States, and the author of The Behavior Gap.

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