Carl Richards on the Becoming Referable podcast

Sharpie insights in the value of planning – Carl Richards on the Becoming Referable podcast

You want to be able to get across the value of the work you do for clients. But how do you explain the value of financial planning? Many advisors struggle with even defining financial planning, including some of the industry luminaries who developed the idea. Carl Richards has been part of that industry conversation and approaches it from an innovative and interesting perspective.

On this week’s episode we speak with Richards, a Certified Financial Planner and creator of the Sketch Guy column appearing in The New York Times. The focus is on having deeper conversations and the concept of “real” financial planning in order to redefine your role as a financial advisor.

Carl explains how the idea of real financial planning transforms the way you serve clients by taking an approach that gives them the ability to both define and communicate their goals in a more meaningful way. We discuss the types of questions you can build into meetings that go much deeper than just investments or financial planning.  Carl will help you change how you define your role in a way that will help you provide clients with real leadership and guidance.

It is a powerful conversation that will help you focus on what truly matters to your clients.

Click here to listen; we welcome your feedback, as always.


We are participating in a new survey on the value of advice sponsored by SEI. Please take a few minutes and help us understand how you create and communicate the value of your service to clients. Thanks!



What is the value of your advice?



We invite you to participate in compelling new research that will examine the advice clients are seeking in the current environment and how advisors can best provide it.

The survey will take no more than 10 minutes.

Answers you provide will be compared and contrasted with direct input from investors, which is being gathered separately. By combining input from advisors and investors, we can help you take stock and also provide meaningful insight that could add significant value for your clients.

Please complete the survey by July 31. As a thank you, we will provide you with early access to the results. Just make sure to include your email address at the end of the survey.

Thank you for your participation

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