Nov 14, 2020
In this Swift Chat, Marie Swift speaks 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advisors should think of themselves as a guide in a changing landscape, not a seller of certainty or a defender of an outdated map.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 Richards 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.