Reimagining Wealth Through Simple Sketches

Reimagining Wealth Through Simple Sketches

Join us for an exclusive session with Carl Richards bestselling author, and creator of The Sketch Guy column in The New York Times—as he explores how simple visuals can dramatically improve how you engage with clients.

Through a blend of humour, insight, and signature hand-drawn sketches, Carl brings to life the emotional side of money and reframes how financial advisers can communicate with clarity and empathy.

Learning Objectives:

Purpose vs. Goals – Aligning financial plans with what truly matters.

Precision vs. Adaptability – Helping clients navigate uncertainty.

Facts vs. Emotions – Building deeper trust in adviser-client relationships.

Structured CPD Applicable. For Financial Professionals Only

Carl Richards – creator of The Sketch Guy column in The New York Times

Carl Richards is a Certified Financial Planner™, author, and internationally renowned speaker known for his insightful work on the emotional side of money. He is the creator of The Sketch Guy column in The New York Times, where his simple hand-drawn sketches have helped thousands of financial professionals and clients understand and navigate complex financial behaviour. Carl is the author of The Behavior Gap and The One-Page Financial Plan, and is widely regarded for his ability to communicate behavioural finance concepts with clarity, empathy, and impact.

Ashley Owen – Head of Business Development at ebi

Ashley Owen is Head of Business Development at ebi Portfolios. Joining in 2020, Ashley is the main point of contact for any new adviser enquiries, introducing ebi and presenting the solutions offered.

Ashley has a background in investments and wealth management, both in the Channel Islands and London, having spent time at an exclusive wealth manager advising UHNW clients with a minimum net worth of £100m, over seeing DFM operations, conducting fund due diligence and maintaining client relationships.

Ashley previously worked at AES International, covering positions of Head of Investment Strategies, helping centralise their investment proposition, and as Associate Director, coaching advisers on building their business.