top of page

Episode 014

Carl Richards on bringing entrepreneurial spirit into Financial Planning

Episode 014

What we covered in the podcast:

•Carl’s brilliant story about how he got into financial planning
•How he built his career and made key decisions
•Why he decided to leave a big broker dealer and setup a FP practice
•His thoughts about the mindset of entrepreneurs
•How he sees the future of financial planning



Get in Touch:

Leave us a message and one of our team will be in touch with you shortly.

Copy of plannex initial branding concepts (1).png

Copyright © 2025 Plannex

  • LinkedIn
  • Instagram
  • Twitter
  • Facebook
  • YouTube
  • Spotify
mediamodifier_image (11).png

Join our Mailing List...

...and receive a free 'great questions' list for financial planners, curated by our members

We promise to only send you things you may be interested in. You can unsubscribe at any time.

bottom of page