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

Why Can’t Advisors Help More People?
September 20, 2022
Why does the financial services industry, with its established business model, processes, and tools seem to only serve the top...

Don’t Let Niche Doubts Hold You Back
September 15, 2022
Perhaps it’s fear of failure. Or, maybe you’ve had a crazy idea about a potential niche—and you just can’t seem...

Don’t Overlook This Unique Prospecting Opportunity
September 6, 2022
Money is the top cause of stress in the U.S. Everyday people carry with them financial worries for which they...

Bringing the Cost to Serve Down
August 30, 2022
The reason why financial planning is so expensive is the cost to serve mainly targets the needs of the very...

How to Go Downmarket More Effectively
August 23, 2022
The market of people needing answers to their financial questions is enormous—it’s been referred to as the big blue ocean....

Increase Your Value With Tax Services With Steven Jarvis
August 16, 2022
As an advisor, you help clients work towards many financial goals. One should be ensuring they aren’t overpaying the IRS....

Why Delivering Financial Certainty Is Never Enough
August 9, 2022
Money is a source of anxiety and angst for the great majority of Americans. When it comes to their money,...

The Dangers of Investing Too Much Into a Home
August 2, 2022
A single financial asset, a house, can become deeply tied to a person’s identity. Then, after excessive funds are committed...

Helping Clients Reveal Their True Feelings About Money
July 26, 2022
To trust you, your advice, and any plan you might offer, clients need to realize you genuinely understand what truly...

Talking With Your Clients: The Origins of Elements
July 19, 2022
What do baseball cards, consistent tracking of net worth growth, and the frequently asked client question, “Am I doing OK?”...

What Is “Real” Financial Planning?
July 12, 2022
Carl Richards coined the term “real” financial planning several years ago. Since then trying to define what it means has...