The Sketch Guy, Carl Richards, CFP, Speaks with Marie Swift: On Being a Guide in a Changing Landscape
In this Swift Chat video conversation, I speak with author / speaker / thought leader Carl Richards. The topic: Why advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.
Carl is a Certified Financial Planner™ and creator of the Sketch Guy column, appearing weekly in The New York Times since 2010. Carl has also been featured on Marketplace Money, 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.
In this blog post, you will find an excerpt from the forthcoming paper, Conversations That Matter, a video interview with Carl Richards, and an invitation to the webinar via RIA Channel where I'll be joined by Bob Veres, Shannon Stone, and Heather Kelly.
Register for the Conversations That Matter webinar (live Nov 20, 2020, replay available thereafter) via RIA Channel and get:
- An overview of the survey results
- A copy of the Special Report
- Insights and observations from Bob Veres, Heather Kelly, Shannon Stone and Marie Swift
Carl's comments (and many other financial advisors, academics and industry influentials) will be included in the paper.
Carl Richards has long been known for his visionary work within the fiduciary advisor community. In a video chat on November 3, 2020, Carl shared his thoughts with Marie Swift of Impact Communications. Watch the 13-minute Swift Chat to learn more about Richard’s current initiatives and where he is focusing now.
An excerpt from the Conversations That Matter