Download a copy of this presentation here: http://the.behaviorgap.com/uofu-cfa. Financial professionals don't need to be worried about so-called "robo-advisors." They do need to be worried about the person in the mirror. From using complex industry jargon to focusing on things people can't control, even the most talented professionals can leave people feeling confused and frustrated. In this presentation, Carl Richards uses his simple sketches to illustrate how financial professionals can do a better job of helping people make smarter money decisions with an easy-to-follow, six-step process. These slides were originally presented at a CFA conference at the University of Utah in April, 2015.