Carl Richards is a speaker, author and visual artist who helps people talk about money in a radically human way. For more than a decade, he created “The Sketch Guy” column for The New York Times, where his simple, hand-drawn sketches made complex financial concepts clear and deeply personal. With over 25 years in finance, Richards brings humor, vulnerability, and live sketching to transform how audiences think and feel about money, and to empower conversations around money that truly matter.
Justin Jones-Fosu is a social entrepreneur, meaningful work researcher, and founder and CEO of Work. Meaningful. He is passionate about helping organizations and individuals take ownership of their mindset, purpose and performance to achieve amazing results. He is the author of “I Respectfully Disagree: How to Have Difficult Conversations in a Divided World,” which challenges the reader to spend more time building bridges than erecting barriers. He combines research-based content with humor to deliver engaging and memorable experiences.
Dr. Robyne Hanley-Dafoe is a multi-award-winning psychology instructor who specializes in resiliency, navigating stress and change, and personal wellness in the workplace. Described as transformational, engaging and thought-provoking, Dr. Hanley-Dafoe embodies her teachings by seamlessly blending real-world realities, rigorous research and profound wisdom with her own personal journey. Her life story exemplifies her unwavering dedication to spreading resilience, proving that it is not just a theory, but a transformative skill set.
Ashley Quamme is the owner and founder of Beyond the Plan, a consulting practice that partners with firms to help advisors understand how their clients think, feel and do money. As a therapist and financial behavior specialist, Quamme partners with advisory firms as their financial behavior officer, providing client consultation, advisor coaching and training, facilitation and co-facilitation of client meetings, and onboarding assessments. Apart from helping firms to differentiate their services, Quamme’s main priority is helping firms improve their clients’ overall well-being.
Learn cutting-edge methods of scaling your business to help you move upmarket and break plateaus while acquiring new clients.
Discover insights for improving support staff processes and efficiencies as well as best practices for hiring and training next-generation advisors.
Hear about the latest tools and systems to promote your business products and services in a rapidly evolving technological landscape.
Learn behavioral finance insights to better determine client needs, navigate difficult client conversations and provide intergenerational client value.
Take best practices back to your business to enhance workflow efficiencies while considering compliance in client acquisition and servicing.
Gain an understanding of ways to expand comprehensive service offerings and preserving wealth.
