Meet Your Speakers
Carl Richards, CFP® | Author, Behavior Gap |
Carl Richards, creator of The Sketch Guy column in The New York Times, uses simple sketches to make money concepts clear and relatable. A Certified Financial Planner™ and bestselling author of The Behavior Gap and The One-Page Financial Plan, Carl’s work has inspired audiences worldwide. Founder of The Society of Advice, he supports financial planners in refining their craft.
Keynote
Your Money: Reimagining Wealth Through Simple Sketches
Carl Richards has spent years using a Sharpie to translate complex financial concepts into simple, visual insights. His sketches help advisors connect with their clients about what really matters. But what happens when conversations get hard, values get lost in the shuffle, and when your plans meet real life with all its uncertainty? That’s where Carl challenges the conventional approach to navigating these tensions.
True to form, he’s showing up to XYPN LIVE with his signature mix of humor and perspective to answer one big question: What if the money’s not the point?
Learn more →
Keynote
25 Questions for Better Client Connection
Asking great questions is an essential part of the job of the financial advisor. Great questions help us to gather important information, and great questions can help motivate clients to take action.
Many advisors are aware of the difference between a closed-ended question and an open-ended question, but questions can take additional forms as well. Learn not only about the different types of questions that are available to advisors, but also about how and when to use these questions throughout the financial planning relationship.
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Dr. Meghaan Lurtz, Ph.D. | Financial Psychology Thought Leader |
Dr. Meghaan Lurtz, Ph.D. is a leading global expert on the psychology of financial planning. A dedicated educator, she is a Professor of Practice at Kansas State University teaching in the Advanced Financial Planning and Financial Therapy Certificate Programs. She is also a lecturer at Columbia University, where she teaches Financial Psychology.
She currently serves on multiple financial technology boards bringing together finances and mental health. She is an active researcher, writer and an ongoing contributor to the Kitces platform, writing about the intersection of money, advice, and wellbeing.
650+
Like-minded advisor attendees
3
Days of Content
75+
Industry Expert Speakers
Speakers
Ready to put insight into action? XYPN LIVE schedule is built to connect you with the best and brightest financial planning experts in the industry. Learn more about the schedule →
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