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
Increase Your Value With Tax Services With Steven Jarvis
As an advisor, you help clients work towards many financial goals. One should be ensuring they aren’t overpaying the IRS....
Podcast
Why Delivering Financial Certainty Is Never Enough
Money is a source of anxiety and angst for the great majority of Americans. When it comes to their money,...
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The Dangers of Investing Too Much Into a Home
A single financial asset, a house, can become deeply tied to a person’s identity. Then, after excessive funds are committed...
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Helping Clients Reveal Their True Feelings About Money
To trust you, your advice, and any plan you might offer, clients need to realize you genuinely understand what truly...
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Talking With Your Clients: The Origins of Elements
What do baseball cards, consistent tracking of net worth growth, and the frequently asked client question, “Am I doing OK?”...
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What Is “Real” Financial Planning?
Carl Richards coined the term “real” financial planning several years ago. Since then trying to define what it means has...
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The Successful Sales Approach With Jake Larsen
For your prospects to communicate what they are really thinking, all sales conversations you engage in need to build rapport....
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Introducing Carl Richards: Altering the Focus of Your Advice
It’s hard for clients to be content if they’re constantly working just to make the future better. So how do...
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How to Fill Your Pipeline: A Lesson on Net Worth
Your marketing efforts bring prospects into the top of your sales funnel. You’re then anxious to nurture those prospects through...
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Why You Shouldn’t Fear Specialization With Adam Cmejla
As the financial planning industry shifts from selling products to selling advice, trends indicate that things are going to be...
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Get Your New Advisors “Up to Speed” Faster
Knowledge was once difficult to obtain, so we went to college to get it. Now access to information is almost...
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Putting Home Equity to Work During Retirement With Blain Pearson PhD
With current life expectancies, a typical retiree could be in retirement for 20 to 30 years. They have fully monetized...
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