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
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...
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,...
Overcoming Content Creation Fears
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...
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...
What Skills Make a Good Advisor?
While Elements® offers you a solid planning foundation and provides a system and the tools you need to make your...
Why Planning Is Finally Reaching Its Potential With Bob Veres
For the idealist, pure financial planning succumbs to a practical need to generate income through product sales—which keeps it from...
Elements® for Retirees
Central to creating a retirement plan for retirees should be a tax-efficient, draw-down strategy against their portfolio of assets. To...
Why Tech Is Key to Firm Owner Success With Tim Welsh
In the past 20 years, digital innovations have transformed the financial planning industry. Unfortunately, RIAs have failed to keep up...
Shifting From Client Meetings to Client Conversations
Do face-to-face meetings still provide value? On this Elementality podcast, Reese Harper and Chad Jardine discuss how periodic calendared meetings...
The Disciplined Approach to Rapid Firm Growth With Jim Crider
There are not many careers that require as many diverse talents as financial planning. Today’s advisor needs to be able...