October is National Financial Planning Month — Download the Toolkit
Your Money: Reimagining Wealth Through Simple Sketches
Topic
General Principles of Financial Planning
Program ID
339155
Hours
1.5
Format
Live / Conference Session
Complexity
Advanced
Description
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 for financial professionals. Drawing from
hundreds of keynote events, thousands of real-life conversations, and the most powerful
insights from his new book, Carl weaves live sketching, storytelling, and timeless human
truths into a session that is both deeply engaging and profoundly practical.
This isn't about performance or products—it’s about the emotional side of money and
the real work of advice. Through a carefully curated selection of 7 to 12 sketches, Carl
helps advisors move beyond rigid financial plans toward a more adaptable,
values-based approach. By exploring the critical tensions that define the advisor-client
relationship, this session equips attendees with the language, metaphors, and
frameworks to help clients make better decisions and have the conversations that truly
matter.
Learning Objectives
1. Understand Behavioral Finance Principles – Identify key behavioral biases
that impact financial decision-making and learn strategies to help clients navigate
uncertainty with confidence.
2. Enhance Client Conversations – Develop specific language and frameworks to
improve client communication, fostering trust and long-term engagement.
3. Apply Adaptive Financial Planning Techniques – Differentiate between rigid
financial planning and an iterative, client-centered process that embraces
uncertainty and course correction.
4. Integrate Visual Thinking in Client Meetings – Utilize sketches and simple
visual frameworks to clarify complex financial concepts and facilitate deeper
client understanding.
5. Strengthen Advisor-Client Relationships – Learn how to balance facts and
emotions in financial discussions, using empathy and behavioral insights to guide
clients toward better financial outcomes.