Carl Richards is a certified financial planner, bestselling author, and creator of The Sketch Guy column which ran in the New York Times for 10 years. He's known for simplifying complex financial concepts through hand-drawn illustrations and is the founder of the Society of Advice.

In this episode, you'll discover

How two blank stares from smart clients led Carl to draw his first sketch
Why he emailed weekly to "just my mom" and kept going anyway
How a forwarded email reached a New York Times editor
What Carl means by "playing in traffic" and why it compounds
How he wrote his book by curating what already resonated with readers
Why he scrapped his online course business even though it was profitable
What the Society of Advice does differently (and why courses don't create outcomes)

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Chapters:

[00:00] Intro

[00:58] Chapter 1 - A Problem You're Interested in Solving

[12:55] Chapter 2 - Playing in Traffic

[25:09] Chapter 3 - Consulting at Scale

Resources:

Carl's website: behaviorgap.com
Books: The Behavior Gap, The One-Page Financial Plan, Your Money
Society of Advice: societyofadvice.com

Sources used in the episode:

About Undisputed Authority

Each episode tells the story of how one expert became THE voice in their field – through deep research, conversation, and three-chapter narrative storytelling. Not hacks. Strategies and patterns you can apply to your expertise-driven business.

About Liam Curley

Liam Curley helps expert consultants and entrepreneurs build authority through content strategy and thought leadership. He identifies the unique, counterintuitive insights that set experts apart and helps them develop the defining body of work that cements their place at the top of their field.

Work with Liam: liamcurley.co.uk
LinkedIn: linkedin.com/liamcurley33