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.
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Podcast
Context Over Content
It’s human nature for clients to have negative feelings about their finances. But if you, as an advisor, get too...
Podcast
Talking With Your Clients: Spending (Br)
How do you talk with clients about their spending and explain why their current lifestyle directly affects their ability to...
Podcast
The Case for and Against Financial Projections
Asset management software is great at projecting specific points in the future. And that works in an investment world where...
Podcast
Money and Moral Conflicts With David Dodd
Your clients’ background, experiences, and relationships all play a part in the way they see the world—and the way they...
Podcast
The ‘Painless’ First Meeting Theory
What if you could eliminate most of the difficulties that come with that initial plan—gathering documents, tax returns, insurance policies,...
Podcast
Living Without Financial Fear With Justin Castelli
The next generation of advisors are paving a new frontier in planning. Able to look beyond mere numbers, they help...
Podcast
Prospecting With a Freemium Model
Using Elements® as you sell helps engage prospects in what you do, generates steady interactions, and encourages quicker commitment. But...
Podcast
Working More Intentionally With Matthew Jarvis
Financial planning at it’s core helps shape a person’s finances around their life goals and purpose. It takes a deliberate...
Podcast
Building Trust Through Healthy Pushback
Do you ever challenge your prospects to think about money differently? By deliberately disrupting the status quo way of thinking,...
Podcast
The Role of Projections in Giving Advice
When it comes to predicting the financial future, the accuracy of making forward-looking estimates has always been questioned. So why...
Podcast
Proving Your Advice Is Valuable With Sten Morgan
Hustling for sales works when you’re aggressively promoting products. But as a financial planner—whose product is advice—you need to be...
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