Comments for Behavior Gap

Comment on About Carl Richards by finance-ref.com | Blog | Carl Richards: 'Real Financial Planning Happens At The Intersection Of Your Life And Your Money'

Mon, 24 Oct 2011 15:09:18 +0000

[...] Carl Richards is a financial planner, blogger and a owner of a fugitive Secret Society of Real Financial Planners. Armed with a Sharpie and label stock, Carl used his singular artistic skills to promulgate some of a some-more formidable and surpassing truths of financial formulation and investing to clients with simple sketches. [...]

Comment on About Carl Richards by Real Financial Planning | Welcome!

Real Financial Planning | Welcome! — Fri, 30 Sep 2011 11:53:37 +0000

[...] Carl Richards is a financial planner, blogger and the founder of the illusive Secret Society of Real Financial Planners. Armed with a Sharpie and cardstock, Carl used his limited artistic skills to communicate some of the more complex and profound truths of financial planning and investing to clients with simple sketches. His building body of work at http://www.BehaviorGap.com received more notice than he expected, and he was invited to become a regular contributor to the New York Times. In January 2012, Portfolio/Penguin will publish Carl’s first book, Behavior Gap: Simple Ways to Stop Doing Dumb Things With Money. [...]

Comment on When Things Clear Up by Investing Basics : Intentional or intuitive, what drives your decisions

Investing Basics : Intentional or intuitive, what drives your decisions — Wed, 28 Sep 2011 16:05:37 +0000

[...] is to buy low & then sell high. Sounds simple enough right, but over and over again we do the exact opposite. Why? There are plenty of investing scams. When we read about them in the news we are surprised [...]

Comment on About Carl Richards by “A Little Late” by Carl Richards « Portfolio Investing Blog: Portfolioist

Tue, 27 Sep 2011 19:13:54 +0000

[...] for his regular writing at the New York Times Bucks Blog, Daily Worth, and his own “Behavior Gap” [...]

Comment on About Carl Richards by beating the market, part 1: mind the gap « Financial Geekery

beating the market, part 1: mind the gap « Financial Geekery — Tue, 20 Sep 2011 15:28:09 +0000

[...] No one ever talks about the Behavior Gap. [...]

Comment on About Carl Richards by It’s About You, Not Me | Welcome!

It’s About You, Not Me | Welcome! — Wed, 31 Aug 2011 19:44:10 +0000

[...] on Thursday, September 29, I’m excited to see what Carl Richards has drawn up for us. Carl is the cutting edge financial planner who has worked his way into the [...]

Comment on About Carl Richards by Is Social Media A Tool For Deepening Client Relationships? - kitces.com | Nerd's Eye View

Wed, 11 May 2011 11:25:54 +0000

[...] Is Social Media A Tool For Deepening Client Relationships? As the popularity of social media rises – from Facebook to LinkedIn to Twitter – advisors are increasingly asking "what's all the buzz about" and "why should I care?" As many point out, planners develop new clients primarily by getting referrals from existing clients, and having face-to-face meetings to get to know them better. No one makes a decision about who to give their life savings to based on a Facebook page, right!? Perhaps, but a focus on the new business development opportunities from social media misses an important but crucial point – there's already plenty of value to be derived from social media, just by connecting to your EXISTING clients, to deepen the personal relationship you already have with them! The inspiration for today's blog post comes from a panel discussion on social media at the FPA Retreat conference, moderated by Bill Winterberg, and including social-media-active financial planners Rick Kahler, Tim Maurer, and Carl Richards. [...]

Comment on Secret Society of REAL Financial Planners by Ways to Improve Investment Return

Ways to Improve Investment Return — Tue, 19 Apr 2011 18:18:06 +0000

[...] Find advisors with reasonable fees. [...]

Comment on Process Versus Product by Asset Allocation and Dave Ramsey: Weekend Reading

Asset Allocation and Dave Ramsey: Weekend Reading — Sat, 26 Feb 2011 22:16:17 +0000

[...] Behavior Gap reminds us that investing and financial planning are more about process than product. [...]

Comment on Outperform 99% of Your Neighbors by Investing With The Herd |

Investing With The Herd | — Fri, 21 Jan 2011 15:06:59 +0000

[...] to remember that you could own a “mediocre” mutual fund, and if you behave correctly you can outperform 99 percent of your neighbors. On the other hand, if you spend your whole life searching for the “best” investment, you’ll [...]