Elementality Podcast

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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