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

  • 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...

    Firm Growth & Marketing
  • 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...

    Firm Growth & Marketing
  • 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...

    Client Experience
  • 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...

    Vision
  • 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...

    Firm Growth & Marketing
  • Context Over Content

    It’s human nature for clients to have negative feelings about their finances. But if you, as an advisor, get too...

    Planning Process
  • 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...

    Planning Process
  • 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...

    Software
  • 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...

    Client Experience
  • 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,...

    Planning Process
  • 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...

    Planning Process