With Carl Richards—CFP™, Content Creator, Thought Leader

Overview

Realizing common behavior gaps led Carl Richards to explore ways to simplify financial concepts and processes for clients. As a result, he’s become an industry thought leader who offers a unique perspective on the true value of an advisor and how to access that to better serve clients and foster growth.

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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.

There’s a chasm that exists in everyone’s life between what we know we should do, how we do it, and what we actually do.

The good news is that there are those among us who see these self-limiting behaviors for what they are—and have developed ways to simplify the routines that leave us feeling stuck and repeating what can be less efficient actions.

Carl Richards is one such person with that unique vision. He, too, often felt mired in excess detail and complex processes and data, and found a way to simplify it all.

As someone who started in the big brokerage world and later made the leap to independence, Carl recognized there had to be a better way to communicate with clients—to drill down on long reports and share what was most meaningful to them.

Today, in addition to being a Certified Financial Planner, Carl shares his techniques with those in the wealth management world and beyond, as an author, podcaster, and thought leader. So we’re excited he’s joining Jason Diamond to offer meaningful advice, including:

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• Identifying your own behavior gaps—and how to address them.
  
• The impact of client behaviors—and how advisors can limit some of the tension that often exists when talking about money and the future.
  
• The significance of simplifying the complex—and how his podcast with Michael Kitces, Kitces and Carl, demonstrates that concept in action.
  
• Robos, AI, and other prospective “replacements” for advisors—and why he sees advisors’ real value to their clients as far stronger.
  
• Being the signal among the noise—and why empathy needs to be a more significant part of the industry as a whole.
  

It’s advice around simplification and filling what he calls behavior gaps that are truly relevant to all advisors—in how they think about their own business lives and their processes with clients.

Want to learn more about where, why, and how advisors like you are moving? Click to contact us or call 908-879-1002.

Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey. Learn the motivations and drivers that lead not only to success but to a better quality of life.

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Carl Richards

CFP™, Content Creator, Thought Leader

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. 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 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.

Carl also founded The Society of Advice. Every month, Members of The Society of Advice join Carl in a 90-minute private conversation with a knock-your-socks-off guest.

If you like Carl’s work, you may love 50 Fires: A Podcast About Money and Meaning, featuring frank, funny, and often difficult conversations about money that actually matter with guests from all walks of life.

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