You may know Carl Richards from his growing library of sketches.
Or perhaps you know him from his weekly New York Times “Sketch Guy” column.
Maybe you’ve read his first book, The Behavior Gap.
Or his latest book, The One-Page Financial Plan.
I’ve had the pleasure of knowing Carl for many years and seeing his work and much-deserved recognition grow.
Carl and I first spoke in 2005. At the time, I was still an advisor with Merrill Lynch, and somehow I found Carl and was interested in picking his brain. You see, Carl was also an advisor with Merrill Lynch, but had already left to start his own independent firm.
In 2005, I was considering doing the same thing and was interested to speak with someone who had already “been there and done that.”
Just as he is now, Carl was gracious and helpful and we struck up a friendship that continues today.