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Carl Richards      

Certified Financial Planner; Author of "The Behavior Gap" & "The One-Page Financial Plan"

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Richards has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Richards has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Richards makes complex financial concepts easy to understand. His sketches also serve as the foundation for his two books, "The One-Page Financial Plan: A Simple Way to Be Smart About Your Money" and "The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money" (Portfolio/Penguin).

His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London.

His commissioned work is on display in businesses and educational institutions across the globe.

Speech Topics

Purpose vs. Goals, Precision vs. Persistence, Facts vs. Empathy, Plans vs. Planning

In this session, financial advisors will gain greater awareness into what it means to deliver a behaviorally-informed financial planning process. Specifically, the session elaborates on the idea that financial planners are not defenders of an outdated map but are guides in an ever-changing landscape. To that end, advisors will learn specific phrasing for working with clients. They will gain insight into client emotions and how emotions can, if we are guides, positively impact the advisor-client relationship. And perhaps most important, advisors will be challenged to adopt a process where we normalize, with clients, the search for disconfirming evidence and begin to see financial plans as just strong opinions… held loosely, placing the power of the work between advisors and clients into course corrections and relationships.

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