Meet Your Speakers
Carl Richards, CFP® | Author, Behavior Gap |
Carl Richards, creator of The Sketch Guy column in The New York Times, uses simple sketches to make money concepts clear and relatable. A Certified Financial Planner™ and bestselling author of The Behavior Gap and The One-Page Financial Plan, Carl’s work has inspired audiences worldwide. Founder of The Society of Advice, he supports financial planners in refining their craft.
Keynote
Your Money: Reimagining Wealth Through Simple Sketches
Carl Richards has spent years using a Sharpie to translate complex financial concepts into simple, visual insights. His sketches help advisors connect with their clients about what really matters. But what happens when conversations get hard, values get lost in the shuffle, and when your plans meet real life with all its uncertainty? That’s where Carl challenges the conventional approach to navigating these tensions.
True to form, he’s showing up to XYPN LIVE with his signature mix of humor and perspective to answer one big question: What if the money’s not the point?
Learn more →
650+
Like-minded advisor attendees
3
Days of Content
96%
Content Satisfaction Score from attendees in 2024
More speakers coming soon
Ready to put insight into action? XYPN LIVE schedule is being built to connect you with the best and brightest financial planning experts in the industry. Learn more about the schedule →
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