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
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
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Marry Emotional With Technical
March 21, 2023
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
March 14, 2023
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
March 07, 2023
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
February 28, 2023
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
February 21, 2023
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
February 14, 2023
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
February 07, 2023
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
January 31, 2023
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
January 24, 2023
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
January 17, 2023
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
January 10, 2023
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

Conquering Content Creation Fears With Becky Walsh
January 03, 2023
Does writing intimidate you? Or, maybe you fear public speaking? Perhaps you just worry about being rejected? Overcoming whatever holds you back from creating content is a must as content marketing converts prospective clients into clients. On this Elementality, Dasarte … Continued