In this keynote, Carl Richards—creator of The New York Times “Sketch Guy” column and a trusted voice in the financial planning world for over 25 years—delivers a transformational experience. Drawing on hundreds of keynote events, thousands of conversations with real people, and the most powerful insights from his new book, Carl weaves live sketching, storytelling, and human truth into an unforgettable session. This isn’t about performance or products…it’s about the emotional side of money, and the real work of advice. The audience will walk away not just inspired, but equipped with language, metaphors, and frameworks to help clients make better decisions and have the conversations that truly matter.
Carl’s virtual unscripted conversations offer a powerful alternative to the typical webinar—an engaging, high-impact experience designed to spark insight and meaningful change. Instead of preparing slides or managing a complex setup, your team simply receives a short, curated selection of Carl’s work in advance. This gives participants a common foundation without adding extra planning to your plate. During the live session, Carl leads a guided, moderated conversation shaped around your organization’s goals. He responds in real time to questions, challenges, and themes that matter most to your audience. There is no script—just genuine exchange, candid insight, and the kind of clarity that comes from interacting directly with a true thought leader. This format consistently delivers a memorable, transformative experience that audiences carry with them long after the event concludes. It’s personal. It’s practical. And it gives your team direct access to Carl’s unique ability to turn complex ideas into simple, actionable wisdom.
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 Specifically, the session elaborates on the idea that financial planners are not defenders of an outdated map but are guides in an ever-changing landscape.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.
It was a joy to have Carl. Seriously, he crushed it (I am already a big fan). He is a great presenter and made himself very available afterwards. I ended up chatting with him for 30 minutes after the presentation was over.
Central Ohio FPA
- Oct 17 2023
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