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.

Elementality Podcast
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

  • 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...

    Vision
  • 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...

    Firm Growth & Marketing
  • 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...

    Vision
  • 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...

    Firm Growth & Marketing
  • 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...

    Planning Process
  • 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...

    Planning Process
  • 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...

    Client Experience
  • Why Financial Salience Matters

    As an advisor, you provide the catalyst to get clients moving forward with their financial health. Without you, they get...

    Client Experience
  • 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...

    Vision
  • 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...

    Planning Process
  • 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...

    Firm Growth & Marketing