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_spkweb-200x225Carl 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 the creator of the weekly Sketch Guy column in 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.


Carl wowed our TIGER 21 Group this week with his unique blend of “aw-shucks” humility, worldly wisdom, and elegantly simple sketches. Carl is an astute observer of human behavior and a gifted storyteller.  He has “accidentally” discovered the perfect medium through which he shares the valuable lessons he has gleaned through real-world experience about how both the rich and the less-rich view, discuss, and handle our money.  Thanks, Carl, for an illuminating, inspiring, and entertaining visit to TIGER 21!

— Joel Treisman, Chief Learning Officer, TIGER 21

In a previous career I booked speakers for a living at a bureau in Toronto. I’ve heard hundreds of speakers ranging from Henry Kissinger, to John Kotter to Larry King. It’s an incredible gift to engage an audience from the opening statement to the last remark and hold their rapt attention. Carl is a natural who possesses this rare ability. He talks to the crowd, not at them. He is a fabulous speaker who broaches a range of subjects we can all relate to and authentically isn’t stumping a thinly veiled agenda. Extremely humorous and relatable, how I wish I could bottle (or at least borrow!) his wit and charisma. He could read the phone book to a crowd and make it enjoyable.

— Robin Marrouche, Executive Director, Kimball Art Center