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Ben Carlson

👤 Speaker
419 total appearances

Appearances Over Time

Podcast Appearances

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

And that's what we learned.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

And again, we didn't have that figured out on day one, but once we did figure it out, we said, okay, what are ways that we can do this even better?

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

I think that's what we figured out is just the trust factor.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

You kind of narrowed the window between a yes and a no from a client, right?

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Yes, this is a person or organization I work with or not.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Now that I see what's behind the curtain, I don't really want to, but thanks anyway.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

So I think that's what we learned is just how important trust is.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

in this whole process.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Because financial planning is something that's just never done.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

You don't just hand someone a binder and go, here you go, go do it.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

It's a process.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

You got to make sure that you want to work with these people for the long haul.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

That's a long-term relationship too.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Yeah.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Yeah, and I think we underestimated that part of it too.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

Yeah, you get feedback on your blogs, but you can kind of tailor your blogs and you edit it along the way.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

But when you're sharing your own stuff and your people hear you talk, then yeah, you're right, it breaks down those walls even further.

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

And on a podcast, they end up feeling like they know you, right?

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

So yeah, you're right, the feedback you get

Motley Fool Hidden Gems Investing
Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run

is almost 10 times stronger than something that you write because, yeah, people, they can hear the inflections and hear what kind of person you are and your personality.