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Carl Richards Booking Agency Profile

Book Carl Richards for your next corporate event, function, or private party.
Carl Richards is a well-known certified financial planner and advisor, recognized for his unique ability to simplify complex financial concepts with doodle-like drawings. His decade-long “Sketch Guy” column in The New York Times has earned him a loyal following, but his work to help financial advisors is equally notable.

Richards believes that avoiding behavioral mistakes is a critical component of sound financial planning. He emphasizes the importance of setting clear goals and understanding why an investment portfolio is structured a certain way. To further this message, he hosts the popular Behavior Gap blog and The Weekly Letter, and he produces a private podcast called Behavior Gap Radio, which covers a different topic each day.

Richards began his career as an advisor with Fidelity before moving to Prudential and Merrill Lynch. In 2012, he sold his own advisory firm, Prasada Capital Management, to Buckingham Asset Management. From 2012 to 2016, he served as BAM Advisor Services’ director of investor education.

Although Richards no longer advises clients directly, he maintains his CFP designation and is working on a coffee-table book for advisors to give to their clients. The book will feature his signature 52 essays and sketches, and only 100 copies will be available to each advisor, giving them exclusive rights to use the material in their own presentations and marketing efforts.

In addition to his financial work, Richards is also an accomplished artist. His Sharpie sketches have been featured in exhibitions in art galleries around the world, including the United States, England, and South Africa.

Recently, ThinkAdvisor spoke with Richards about one of his pet peeves: investors buying stocks based on recommendations from “financial pornography” magazines. From his home base in Park City, Utah, Richards continues to inspire and educate financial advisors and their clients with his simple, yet powerful, approach to money management..

How to hire Carl Richards for an event

Learn how to hire Carl Richards or research availability and pricing for booking Carl Richards to speak at a corporate event, fundraiser, private party, social media campaign, fair or festival, tradeshow or conference, endorsement project, or hire Carl Richards as a guest speaker, please submit the form to our agency.

Frequently Asked Questions about booking Carl Richards to speak.

Many performers, actors, speakers and other talent like Carl Richards in certain cases will consider virtual appearances via live streaming. They perhaps may accept lower fees too. If you are seriously interested in booking Carl Richards or other talent shown on our site, we will research their desire and the specific fee for your live-streaming event or project request.
Carl Richards's current work schedule and location in relation to your event's type, date, budget, and locality will play a primary factor in the acceptance of booking Carl Richards for your party. As long as your funding is commensurate with the price range to book Carl Richards, CTI will propose your event to the official agency representing Carl Richards. After we consult with them, we will provide a personal and accurate quote that includes: final costs, availability, and actual interest in being hired for your specific event or party.
CTI can give you the accurate Carl Richards booking price once we submit your event details to their camp. "How much does it cost to book Carl Richards for an event?" is a frequent question we get. The final Carl Richards booking price is contingent on many variables and the booking fee we may show is based on a range derived from our past experience with what will Carl Richards charge for an event. An example fee to book Carl Richards is in the starting range of $75,000-$149,999. However, any recent popularity change would cause a price fluctuation well beyond this example. Also, their speaking fee might be different than the fee shown for the cost to perform or to just appear. Popularity, career stage, along with current demand will cause fluctuations in their speaking price as well. The final booking price may be more than what is shown, but you should at least have a budget within that range for them to consider an appearance, performance or speaking engagement.
CTI negotiates on behalf of professional event planners and talent buyers for paid appearances! We cannot give out direct contact information of the Carl Richards agent or help distribute fan mail, personal messages, gifts, requests for free appearances, or donations of time. The Carl Richards manager and agent will only work with us if we present them with funded offers for their client to work your event.
There is low probability to book Carl Richards for a party with anything substantially less than the published booking cost price range. We will negotiate with the Carl Richards agent on your behalf if your funding is in place. By not having funding ready then it will more difficult to book Carl Richards, because they get many offers to work events that are at or above asking price. It is also important to consider the travel costs when researching the Carl Richards booking fee, as additional expenses like this, as well as an entourage of staff and equipment, are not necessarily built-in to the booking fee range shown. If your budget does not factor that in, then there is no benefit for them to want to be hired. We do not personally speak for Carl Richards, but in our experience in booking talent for over 25 years, this is generally the outcome of inadequate funding.
Type
Speaker
Speaking Topic
Business
Range
Business, Business-Consulting, Male, American
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Carl Richards Booking Agent Information