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
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.
Browse All Episodes
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...
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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...
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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...
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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...
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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...
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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...
Podcast
Don’t Overlook This Unique Prospecting Opportunity
Money is the top cause of stress in the U.S. Everyday people carry with them financial worries for which they...
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Bringing the Cost to Serve Down
The reason why financial planning is so expensive is the cost to serve mainly targets the needs of the very...
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How to Go Downmarket More Effectively
The market of people needing answers to their financial questions is enormous—it’s been referred to as the big blue ocean....
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