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Overview

When emotion gets in the way of making smart financial decisions, the distance between what we should do and what we actually do is the “behavior gap.” Using simple drawings to explain the gap, author Carl Richards will demonstrate how to think about your approach to investing and how to recognize and avoid common, emotionally driven mistakes.

This is the archived version of a live broadcast that took place 13 September 2018 at the CFA Institute 22nd Annual GIPS Standards Conference.

About the Speaker(s)

Carl Richards
Carl Richards

Carl Richards is a certified financial planner, the creator of the weekly Sketch Guy column in the New York Times, and a columnist for Morningstar Advisor. He has been featured on Marketplace Money, Oprah.com, and Forbes.com and is a frequent keynote speaker at financial planning conferences and visual learning events around the world. Through his simple sketches, Mr. Richards 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. Mr. Richards’s art has 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, the Shultz Museum, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country.