The Art & Science of Financial Advice
Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs of financial planning.
You’ll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.
Latest Episode
Keeping the Dream Alive with Justin Green
Money matters. It means freedom and control, provides family security and valuable opportunities for children, and allows for more options in life. Money impacts lifestyle, health, and happiness. But, if its complexities are not understood, or it is not managed … Continued
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Podcast
Keeping the Dream Alive with Justin Green
Money matters. It means freedom and control, provides family security and valuable opportunities for children, and allows for more options...
Podcast
Money Memories and Their Lasting Effects with Chelsea Rude
Past money memories have a significant effect and can shape client decisions throughout their lives. Those memories can be the...
Podcast
Scale Up Using Third-Party Support Services with Michelle Wong
Small RIAs who are ready to expand face significant challenges. Adding employees increases HR demands and managing the escalating back...
Podcast
The Power of Silence with Brandon Galici
Silence. You know, the awkward space where, before answering a question, a client ponders what was asked. That silence is...
Podcast
Ask the Right Questions with Phil Telpner
Prospective clients come to you with a presenting problem, an issue causing them financial pain. The questions you ask—and where...
Podcast
Getting to the Heart of What Really Matters with Ryan Kilkenny
“What does money mean to you?” It’s a great question to ask as you help clients begin to express their...
Podcast
Talking With Your Clients: Disciplined Spending
No one likes to budget, in fact, even saying the word “budget” can evoke negative reactions from clients. Of all...
Podcast
Why Our Tools No Longer Fit a Complex World
How people live, work, and spend money continues to evolve. Today, a smooth job path is rare as careers now...
Podcast
The Planning Process Is Too Complex. Now What?
When planning we are used to doing everything all at once and all up front. The result is that the...
Podcast
The Cost and Complexity Problem With Planning
The job we do as advisors is complex … and costly. We gather information, analyze it—making various decisions as we...
Podcast
Why Can’t Advisors Help More People?
Why does the financial services industry, with its established business model, processes, and tools seem to only serve the top...
Podcast
Don’t Let Niche Doubts Hold You Back
Perhaps it’s fear of failure. Or, maybe you’ve had a crazy idea about a potential niche—and you just can’t seem...
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