Speaking
Carl Richards is a dynamic international speaker and author well known for his ability to simplify the most complex money ideas.
The traditional financial world is complex and not very friendly to the average individual. Carl Richards cuts through this complexity using a Sharpie to create easy-to-understand sketches that simplify the challenging, but important, subject of finance. When Carl speaks, he focuses on what that particular audience needs most, customizing the information he provides and adjusting the presentation as he goes to accommodate the audience.
As a presenter, Carl’s energy and desire to connect pulls in the audience to deliver a memorable and valuable experience. Carl speaks to both advisors and investors in small groups and at large conferences. As Carl’s sketches have reached a wider audience, his speaking engagements have grown to include presentations that focus on design and the value of images to communicate big ideas.
About Carl Richards
Carl Richards is a CERTIFIED FINANCIAL PLANNERTM and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. He is a weekly contributor to the 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 first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl’s art appeared in a standalone show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson’s Gallery in New York, The Shultz Museum, and Lords Manor 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.
Testimonials
“Your sketches are absolutely brilliant. Beautifully simple and thought provoking.”
— Stephanie Sammons, CEO & Founder, Wired Advisor