Carl Richards
commented on
Average Is Not NormalI have made a slight change to the presentation. If you viewed it before you will notice that we tightened the range from 8-12 to 9-11. Now there are only 2 years out of 80 that were even close to "average". Download this version and replace the previous one.11 months ago
Carl Richards
commented on
BehaviorGap: The Wealth Management ParadoxDear Guest4b2b76-
The portion of this presentation that used data from the David Loeper’s article was used with permission from the folks at Financeware. It was also credited the way they requested.
If you have additional questions please do not hesitation to contact me directly.
Carl Richards
thinkingcarl@gmail.com2 years ago
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