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