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Carl Richards

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5 out of 5

Certified Financial Planner; Author of "The Behavior Gap" & "The One-Page Financial Plan"

Carl Richards

Speaker RatingSpeaker RatingSpeaker RatingSpeaker RatingSpeaker Rating
5 out of 5

Certified Financial Planner; Author of "The Behavior Gap" & "The One-Page Financial Plan"

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Carl Richards Biography

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010.

Richards has also been featured on Marketplace Money, Oprah.com, and Forbes.com. In addition, Richards has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Richards 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).

His sketches have appeared in a solo show at the Kimball Art Center in Park City, Utah as well as other showings at Parsons School of Design in New York City, The Schulz Museum in Santa Rosa, California, and an exhibit at the Mansion House in London.

His commissioned work is on display in businesses and educational institutions across the globe.

BOOK Carl Richards

Speaker profile last updated by AAE Talent Team on 05/09/2024.

Carl Richards Speaking Topics

  • Purpose vs. Goals, Precision vs. Persistence, Facts vs. Empathy, Plans vs. Planning

    In this session, financial advisors will gain greater awareness into what it means to deliver a behaviorally-informed financial planning process. Specifically, the session elaborates on the idea that financial planners are not defenders of an outdated map but are guides in an ever-changing landscape. To that end, advisors will learn specific phrasing for working with clients. They will gain insight into client emotions and how emotions can, if we are guides, positively impact the advisor-client relationship. And perhaps most important, advisors will be challenged to adopt a process where we normalize, with clients, the search for disconfirming evidence and begin to see financial plans as just strong opinions… held loosely, placing the power of the work between advisors and clients into course corrections and relationships.

Carl Richards Videos

  • MISTAKES That FINANCIAL ADVISORS Make ft. Carl Richards ...
    Today, I'm joined by Carl Richards to talk about how to craft advice as a next gen financial professional. How are financial advisors and ...
  • Carl Richards | Future of Finance - YouTube
    Carl has also featured on Marketplace Money, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial ...
  • Carl Richards: Why Investor Behaviour Needs To Change - YouTube
    Few people understand that better than (GRAPHIC) Carl Richards, a financial adviser from Utah who's better known for the sketches he uses to ...

Carl Richards Books

  • The One-Page Financial Plan: A Simple Way to Be Smart About Your Money
    The One-Page Financial Plan: A Simple Way to Be Smart About Your Money

FAQs on booking Carl Richards

  • How do I book Carl Richards to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Carl Richards for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Carl Richards, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Carl Richards or any other speaker of your choice.
  • What are the speaker fees for Carl Richards

    Speaking fees for Carl Richards, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Carl Richards are for live events and for virtual events. For the most current speaking fee to hire Carl Richards, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Carl Richards speak about?

    Carl Richards is a keynote speaker and industry expert whose speaking topics include Authors, Business, Finance, Literary, Virtual Speakers.
  • Where does Carl Richards travel from?

    Carl Richards generally travels from an undisclosed location, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is Carl Richards’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Carl Richards for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Carl Richards for your next private or corporate function.
  • What is a full-service speaker booking agency?

    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Carl Richards or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
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    If you’re looking for the best, unbiased speaker recommendations, paired with a top-notch customer service experience, you’re in the right place. At AAE Speakers Bureau, we exclusively represent the interests of our clients - professional organizations, companies, universities, and associations. We intentionally do not represent the speakers we feature or book. That is so we can present our clients with the broadest and best performing set of speaker options in the market today, and we can make these recommendations without any obligation to promote a specific speaker over another. This is why when our agents suggest a speaker for your event, you can be assured that they are of the highest quality with a history of proven success with our other clients.

Carl Richards is a keynote speaker and industry expert who speaks on a wide range of topics such as Purpose vs. Goals, Precision vs. Persistence, Facts vs. Empathy, Plans vs. Planning. The estimated speaking fee range to book Carl Richards for your event is $30,000 - $50,000. Carl Richards generally travels from and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Bola Sokunbi, Ashley Feinstein Gerstley, Bobbi Rebell, Jason Schenker and Manisha Thakor. Contact All American Speakers for ratings, reviews, videos and information on scheduling Carl Richards for an upcoming live or virtual event.

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