Carl Richards and the Sketch Guy Column
In a recent episode of Adviser 3.0 The Podcast, Abraham Okusanya speaks with Carl Richards, Certified Financial Planner™ and creator of the Sketch Guy column in The New York Times. Carl reflects on how his simple sketches have become a powerful tool for explaining financial concepts to clients and advisers alike.
Life After the Pandemic
Carl shares what he has been working on since the pandemic, including keynote speaking, writing, and helping advisers communicate more effectively in uncertain times. His reflections highlight how the profession continues to adapt to new client needs and challenges.
Financial Planners as Sellers of Certainty
A key theme of the conversation is the idea that financial planners are often perceived as “sellers of certainty.” Carl unpacks this concept, explaining why embracing uncertainty—and guiding clients through it—is a more authentic and sustainable approach.
Complex Environments and Personal Growth
Carl and Abraham discuss how complex environments shape both advisers and clients. By acknowledging uncertainty and complexity, advisers can position themselves as trusted guides rather than product providers.
The Importance of Goals and Financial Purpose
The conversation also touches on setting meaningful goals and creating a statement of financial purpose. Carl explains how this practice can provide clarity and direction for both advisers and their clients.
Guides in a Changing Landscape
Ultimately, Carl argues that financial planners should act as guides in a constantly changing landscape, helping clients navigate uncertainty with confidence and purpose.
Why Advisers Should Listen
For advisers, this episode offers valuable lessons on communication, purpose, and redefining the adviser-client relationship. It shows how simplicity, clarity, and empathy can transform financial advice.
To hear the full discussion, tune in to Adviser 3.0 The Podcast or explore more resources on Timeline.
