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

  • 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...

    Vision
  • 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,...

    Firm Growth & Marketing
  • Overcoming Content Creation Fears

    Firm Growth & Marketing
  • 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...

    Client Experience
  • 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...

    Firm Growth & Marketing
  • 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...

    Leadership
  • 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...

    Leadership
  • 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...

    Planning Process
  • 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...

    Vision
  • 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...

    Client Experience
  • 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...

    Vision