Register now for our free Carl Richards webinar

Register now for our free Carl Richards webinar

Written by on 12/12/19

The First Wednesday Club is back with a bang in 2020.

We’re thrilled that, for our first meeting of the year, we’re going to be spending 90 minutes with Carl Richards.

Carl is a Certified Financial Planner™ and creator of the ‘Sketch Guy’ column, which has appeared weekly in The New York Times since 2010. I’m sure you will have seen Carl’s sketches. In fact, I know many of you use them in your client presentations or have them hanging on your wall. We’ve even added them to some of the websites we’ve created.

Carl isn’t just that ‘Sketch Guy’ though. He’s published two books and is a leading light in the world’s financial planning community, launching ‘The Fellowship’ earlier this year.

We’re honoured to have Carl with us for our first webinar of 2020.

The webinar will only be available to people who register (and show up!).

During the 90 minutes Carl will:

  • Reveal ‘The Four Secrets’ to helping you improve as a financial planner and have a greater impact on your clients’ lives
  • Explain more about The Fellowship, which distils Carl’s accumulated wisdom over the last twenty-plus years into a hugely valuable resource for all financial planners
  • Reveal a unique special offer worth $500 and only available via The Yardstick Agency
  • Answer your questions giving you a unique opportunity to pick Carl’s brain

So, book out 90 minutes at 10.00 am on Wednesday 15th January (yes, we know it’s not the first Wednesday in January, but hey, it’s Carl Richards, this will be worth waiting for!) in your diary and register now.

Any questions, please drop me a line. Otherwise, register and we’ll see you at 10.00 am sharp on 15th January.

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Meet the author

Phil Bray

Now in his third decade in financial services, Phil’s experience spans advising, compliance and marketing. Phil brings this unique mix of knowledge and experience to all Yardstick clients.

Find out more about Phil