Meet Your Speakers

Michael Kitces is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and XY Bean Counters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

Carl Richards is a dynamic international speaker and author, well known for his ability to simplify the most complex money ideas. The financial world is traditionally complex and not very friendly to the average individual. Carl Richards cuts through this complexity by creating easy-to-understand sketches that simplify the challenging, but important, subject of finance. Through his simple sketches, Carl makes complex financial concepts easy to understand. 

Carl Richards is a Certified Financial Planner™ and creator of the Sketch Guy column, which appeared weekly for a decade in The New York Times. Carl has also been featured on Marketplace Money, Oprah.com, and Forbes.com.

Do you ever wish you knew an Advisor who built a 7-figure practice--while only working 3 days a week--that was willing to share her systems, processes, and business hacks with you? Meet the Efficient Advisor Podcast host Libby Greiwe. 

She started her own financial planning business in 2004. And, over the years she scaled into a 7-figure single-advisor firm while working only 25 hours a week so she could be super involved while raising her kiddos and loving on her hubby. She knows what it takes to build a 100% referral-only practice and to not have to GRIND out the hours to be successful. She ran her own planning business for 16 years culminating in a sale & retirement in 2019.

Michael Kitces is a co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and XY Bean Counters, the former Practitioner Editor of the Journal of Financial Planning, the host of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.

In 2018, Simidele Adeagbo became the first Nigerian Winter Olympian and the first African and Black woman to compete in skeleton at the Olympics. All while navigating a predominantly Eurocentric, male-dominated sport on the world's biggest stage, where a woman of color had never been represented. Another barrier she didn't let get in her way? She had no prior experience in skeleton. 

Re:invention is a concept Simidele knows well, and she also knows it is essential for personal growth and evolution. It's not always easy to achieve, though, so to help you navigate the re:invention process, Simidele will share the transformational blueprint from her 100-day journey to Olympian status during her keynote at #XYPNLIVE 2022. 

In her interactive keynote designed to invite courage and resilience, you'll learn how to take control of your future while remaining true to yourself. Learn how to move toward new or improved goals, navigate change and explore what your next re:invention might look like for you. Learn about showing up and being bold. You'll explore how to stay focused, overcome challenges, and build agility and resilience. Simidele will encourage each member of the audience to imagine your limitless possibilities and find your power in a way that emphasizes your own unique strengths.

Sarah Newcomb, Ph.D. is a behavioral economist who serves as the Director of Financial Psychology at Morningstar and authors a new weekly column, Human Capital: Exploring the Intersection of Psychology and Finance. An interdisciplinary scholar, Sarah has expertise in consumer psychology, economic decision-making, personal money management, and cognitive and social psychology.

Sarah is driven by a desire to help others to tap into an empowering mindset, dream big, and then employ their resources in pursuit of a life they will love. She became a financial psychologist after discovering that her own issues with money had nothing to do with numbers and everything to do with the attitudes and beliefs she held about money itself. Now, her goal is to teach people how to use money well so they can live their best life—even well before they reach their long-term financial goals.

Carl Richards is a Certified Financial Planner™ and creator of the (highly-acclaimed) "Sketch Guy" column that appeared weekly in The New York Times from 2010 to 2020. Along the way, he founded the Behavior Gap newsletter and podcast and is the author of two books.

Through his simple sketches, Carl makes complex financial concepts easy to understand. He believes in delivering financial advice differently to be more accessible, informed, and impactful for all. So does XYPN, and that’s why Carl is thrilled to be speaking at #XYPNLIVE 2022. 

In his keynote, Carl starts a conversation about what it means to be a real financial advisor. You'll embark on a deeply introspective journey regarding your job as an advisor and what it means to serve as a trusted guide in your clients' lives. Together, you'll re:imagine the meaning of your role as a financial advisor.