Suggestions
Carl Richards
Creator of the Behavior Gap
Carl Richards is a Certified Financial Planner™ known for his Sketch Guy column in The New York Times.
He is a renowned keynote speaker, artist, and author, simplifying complex financial topics through sketches.
Carl authored books like The One-Page Financial Plan and The Behavior Gap, complemented by his solo art shows.
He founded The Society of Advice, offering exclusive financial conversations.
With a background in finance and roles in various organizations, Carl is a sought-after speaker globally.
Highlights
Bring curiosity rather than certainty to your client conversations.
Embrace the idea that you don’t know what’s going to happen.
Not only in economies and markets, but your lives and your clients’ lives.
Certainty is easy to sell but impossible to deliver.
