The Art & Science of Financial Advice
Join Reese Harper, CFP® and Carl Richards, CFP® each week as they discuss how to master the emotional (art) and functional (science) jobs 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
Work. Money. Balance. With David Hunter
Find out how to help clients live more purposefully as they align their core values with their present and future financial goals.
Browse All Episodes
Podcast
What’s the Right Pricing Model for Your Firm?
Pricing is becoming a major issue for planning firms. While AUM works well with wealthy boomers and subscription fees seem...
Podcast
The Rise of the “Financial Advicer” With Michael Kitces
Depending on the advice you’re after, you hire a personal trainer, or a lawyer, or a therapist. When you want...
Podcast
Why Real Planning Is Ongoing Planning
Too many advisors make the mistake of not telling clients it takes time to deliver the value they offer. A...
Podcast
Next Generation Growth With Douglas A. Boneparth
The financial advice industry is steadily shifting away from portfolio management to financial planning. So what is your firm doing...
Podcast
Tracking Client Progress and Milestones
Obviously you care about your clients. As a fiduciary you put their needs first. You guide their behaviors as you...
Podcast
Innovations in Financial Services With Natalie Taylor
Next-gen technology is taking a bigger role in financial services with innovators trying to expand the role of financial planning...
Podcast
How to Get Your Clients Engaged in Planning
Managing clients’ expectations is one of your biggest challenges as an advisor. But when a client won’t follow through to...
Podcast
Aligning Client Money and Values With Carl Richards
With both product sales people and RIAs labeled as “Financial Advisors” it is difficult for the general public to understand...
Podcast
Is Your Technology on Target?
There are many reasons we seem obsessed with technology—in just over a decade we’ve seen the rise of the smartphone,...
Podcast
Digital Marketing for the 21st Century With Paul Thompson
When you look into your client book you know which ones are your best clients. Shouldn’t your roster be full...
Podcast
Are Numbers and Data Overwhelming Your Clients?
As an advisor, you have superior quantitative skills. You love numbers, spreadsheets, math. On the other hand, financial data can...
Podcast
Accelerating Your Firm’s Evolution With Stephanie Bogan
The break out expansion of the financial planning industry has resulted in even boutique-sized RIA firms wondering if they should...
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