The Art & Science of Financial Advice
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
How Elements Helped My Seminar Succeed—with Colton Etherton
To grow an advisory firm, seminars or workshops have proven to be a consistent way to get new clients. They allow you to easily target your ideal client base, plus networking opportunities abound. And they are the perfect place for … Continued
To grow an advisory firm, seminars or workshops have proven to be a consistent way to get new clients. They allow you to easily target your ideal client base, plus networking opportunities abound. And they are the perfect place for … Continued
Talking With Your Clients: The Power of Performance Comparisions
Looking to inspire clients to get on the right track with their personal finances? People get better at working towards...
An Advisor’s Role as Teacher With Mike Johnson
The role of teacher hasn’t changed much over time. Teachers help learners master new concepts—something every advisor needs to do...
Keeping the Dream Alive With Justin Green
Money matters. It means freedom and control, provides family security and valuable opportunities for children, and allows for more options...
Money Memories and Their Lasting Effects With Chelsea Rude
Past money memories have a significant effect and can shape client decisions throughout their lives. Those memories can be the...
Scale Up Using Third-Party Support Services With Michelle Wong
Small RIAs who are ready to expand face significant challenges. Adding employees increases HR demands and managing the escalating back...
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...
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...
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...
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...
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...
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...