May 18, 2023
In this episode, we welcome Carl Richards, the NYTimes Sketch Guy and Chief Brand Officer for Elements. Carl and Derek get into the unique and powerful role that financial advisors play in aligning people's time, dreams, and money. It’s not easy to hold people accountable to their own goals, and supportive conversations are key. Carl also explains why Elements was a great fit - and it comes down to turning prospecting into a simple, actionable visual.