Make Simplicity Your Superpower

NAIFA's Advisor Today Podcast Series

Richard Dobson is a Certified Financial Planner (CFP) who strives to simplify communication between clients and financial advisors. As a keynote speaker, he has provided insurance and investment advice for over 40 years. Richard is the author of Make Simplicity Your Superpower! and The Trusted Professional. He is also a NAIFA member and has previously served as a former FINRA Broker Dealer Chief Compliance Officer (CCO).

In this episode…

Most high-net-worth individuals don’t care to understand their finances and prefer to leave the decision-making to their financial advisors. How can you become a trusted resource so your clients can secure their futures while focusing on their strengths?

According to Richard Dobson, a keynote speaker in the financial industry, high-net-worth clients look for three key traits in financial advisors: intelligence, empathy, and logic. Clients want reassurance that their financial advisors have adequate expertise in the space, the empathy to understand their unique needs and situations, and the logic to forecast the economy and make informed financial decisions. With simple strategies and communication tactics like explaining finance fundamentals in methods your clients resonate with, you can retain them long-term.

In this episode of Advisor Today, Chris Gandy and Suzanne Carawan sit down with Richard Dobson, a Certified Financial Planner (CFP), to discuss the value of simplicity in the financial services industry. Richard explains how he got into the financial services industry, the origin of Make Simplicity Your Superpower!, the importance of simplifying financial advice for clients, communication hacks every financial advisor should know, and the impetus for The Trusted Professional.