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Thu 3 & Fri 4 August 2017

Building a Better Future for Consumers, Advisers and Providers
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The Value of Real Financial Advice

Carl Richards

Carl has a unique and refreshing perspective on the world of financial advisers. Hear (and see) Carl’s insights into the opportunities and challenges advisers encounter, and some inspiring stories from the global community of financial advisers.

Right now, people feel massive uncertainty, and they’re trying to sort through an overwhelming amount of information to make smart decisions with their money.

At the same financial advisers often have a tough time articulating the value they add to their clients lives and communicating it in a way that is professional. The role that a ‘real’ financial adviser plays is more valuable right now than at any other time in our history! So, how do we bridge the gap? During this keynote, Carl Richards will share stories of real financial advisers around the world making a massive difference in people’s lives.

Further, Carl will hold a Spotlight on Financial Planning on Friday, which will build on this theme and discuss how real financial advisers can get clear about their value in their own minds, sharing specific tactics, including word-for-word scripts, to help advisers communicate their value in a professional way that also helps their clients make smarter money decisions.

Carl has a unique and refreshing perspective on the world of financial advisers! Hear (and see!) Carl’s insights into the opportunities and challenges advisers and some inspiring stories from the global community of financial advisers. Experience first-hand Carl’s unique graphical approach to the global issues in financial advice.

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, Oprah.com and Forbes.com.

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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