The Art & Science of Financial Advice
Join Reese Harper and Carl Richards each week as they discuss how to master the emotional (art) and functional (science) 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
Maximize Well-Being and Wealth
Planning requires a significant focus on money and clients expect you to demonstrate your financial expertise. But people are much more than what they earn and what assets they are accumulating. They are also looking for financial purpose and peace-of-mind … Continued
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Maximize Well-Being and Wealth
Planning requires a significant focus on money and clients expect you to demonstrate your financial expertise. But people are much more than what they earn and what assets they are accumulating. They are also looking for financial purpose and peace-of-mind … Continued
Marry Emotional With Technical
Identifying the jobs that need to be done is the first step in delivering a service that prospective clients want. Just remember, a job is never solely about function, each job has powerful emotional dimensions. That’s why it’s essential for … Continued
Talking With Your Clients: Why Liquidity Is Important
The worries that accompany feeling cash poor are a root cause of people making hurried and flawed decisions. No matter what else is happening, if people have access to cash they will view their other problems with less stress. Having … Continued
Jump Right Into Deeper Conversations
At that moment of insight and discovery, when you’ve inspired a client to make their best financial decision, that’s when you know you’re succeeding as an advisor. Unfortunately, the traditional tools advisors use are designed to present information to clients, … Continued
The Client Is Co-Pilot
Your clients want to collaborate with you. And why not? There are so many good things that result from it. It allows the client to understand their financial data better and improves their awareness of what they’re doing with their … Continued
Clarify Values and Purpose
The financial-plan-in-a-binder doesn’t help clients change their behavior. Despite its detailed projections, people remained confused about what gives them greater purpose in life and how money fits in their search for happiness. Today we know real change only takes place … Continued
Anchor to the Present Moment
The danger of making projections for the future is that clients then tend to live for the future, which creates anxiety and doubt. Advisors add stress when too much emphasis is placed on forecasting, which is why a client engagement … Continued
How to Build Client Trust With Mike Lecours
Uncovering client financial worries by asking the right objective questions is never easy. It’s why many advisors rely on fpPathfinder as a reference tool to help ensure planning opportunities are never missed. On this Elementality, Abby interviews Mike Lecours who … Continued
Work. Money. Balance. With David Hunter
Find out how to help clients live more purposefully as they align their core values with their present and future financial goals.
Reducing Client Anxiety With Dan Rooker
Find out how to help clients live more purposefully as they align their core values with their present and future financial goals.
Living With Intention With Jeff Wolniewicz
Find out how to help clients live more purposefully as they align their core values with their present and future financial goals.
Protecting Your Vision as You Scale With Matt Mulcock
You’re improving the lives of your clients and want to reach out to more people who could use your guidance. Your personalized approach allows you to get to the heart of each client’s unique financial needs and has been integral … Continued