Real Financial Planning: A Manifesto for Real Financial Professionals by Carl Richards

This book is a rallying cry for Real Financial Professionals everywhere. It’s a manifesto on what it means to give meaningful financial advice.

This book is not a collection of hacks, tricks, and useful tips. This book is a call to action.

If I had to sum up this whole book in a single sentence, I’d say this: A Real Financial Professional is a guide in a changing landscape, not the defender of an outdated map.

Here’s my promise: If you can understand and internalize that concept, it will change everything.

It will change how you communicate to the public.

It will change how you work with clients.

Most importantly, it will change how you feel about the work you do. And that will fundamentally change how you feel about yourself.

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