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
Burn Rate and a Philly Cheesesteak
We often believe that because we’re making more, we must be getting wealthier. That’s not necessarily true. There’s no doubt...
Podcast
Mastering the Human Side of Money With Brendan Frazier
Most advisors acknowledge that the more human side of money, the therapeutic side, is integral for building a client relationship...
Podcast
Why Financial Salience Matters
As an advisor, you provide the catalyst to get clients moving forward with their financial health. Without you, they get...
Podcast
The Twists and Turns of a Niche Market With Leah Coleman
As advisors look for the right niche marketing opportunity, they also want to know about the ups and downs they...
Podcast
Talking With Your Clients: Liquid Term (Lt)
The cash needs of your clients vary, but each client needs to know how much cash they should have on...
Podcast
The Flexible Approach to Training With Brett Danko
You know the pandemic was disruptive—it altered every one of our lives. But when you saw (or read) about kids...
Podcast
Trends Transforming Planning Pricing
As large, subscription-based advisory brands find significant growth with the average consumer, what could it mean for small RIAs and...
Podcast
How to Face Your Writing Fears With Paco de Leon
Clients want to be connected, and since too many meetings can be burdensome, you need to find other ways to...
Podcast
Niches Are More Than Just Marketing
Much like the medical and legal professions have done in the past, wealth management continues to get more specialized. That...
Podcast
Embracing the Emotional Side of Planning With Beverly Flaxington
It’s a challenge for advisors to embrace the more emotional side of planning. But your clients are acutely aware of...
Podcast
Why “Financial Planning” Doesn’t Describe Your Value
Each person’s life is filled with a multitude of jobs that need to be done. From the many tasks you...
Podcast
5 Marketing Mistakes You Need to Avoid With Marie Swift
There are typical mistakes advisors make in their PR or marketing—like not being strategic when communicating their services, or not...
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