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