How Advisors Stand Out In An Age Of Artificial Intelligence with Carl Richards

Financial Behavior Thought Leaders · Oct 7, 2026 · 35m

[embed]https://youtu.be/IXCS2Cojoh0[/embed] As AI continues to transform financial planning, what makes a great advisor valuable in a world where technology can increasingly provide the answers? In this episode of Financial Behavior Thought Leaders, Mary talks with Carl Richards, creator of the New York Times Sketch Guy column and a longtime financial planner, about the deeply human side of financial advice. Carl explores why AI isn’t necessarily a threat to advisors—it’s a reminder of what has always made great financial planning valuable: human connection, presence, and the ability to help…