Your Money: Reimagining Wealth Through Simple Sketches

Description

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.