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
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 go through the process—and then we help clients act on our recommendations. This system actually works well for the wealthiest … Continued
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