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
Why Delivering Financial Certainty Is Never Enough
Money is a source of anxiety and angst for the great majority of Americans. When it comes to their money, people are often troubled, looking for assurances in a world that is unpredictable. And advisors fall into a trap of … Continued
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