Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers

Primary Audience:
Financial Planning Advisers

Communicating Your Value as a Real Financial Adviser

Carl Richards

This session builds on the theme of the real adviser from Carl’s keynote address and discusses how real financial advisers can be clear in their own mind about their own value.

This is a hands-on session. Advisers will come away with real tools and approaches that they can action with their clients. Carl will share specific techniques, including word-for-word scripts, on how a real financial adviser can articulate and communicate their value in a professional manner that also helps their clients make smarter money decisions.

About Carl Richards: Carl is a CERTIFIED FINANCIAL PLANNER TM and the creator of the weekly ‘Sketch Guy’ column in the New York Times and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, and

In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Carl 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).

Carl’s art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country.

He lives with his family in Park City, Utah.

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