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
The Data Collection Challenge
Advisors know data collection is a universal problem—one of our biggest challenges is getting an accurate data picture for each...
Podcast
How Dependable Processes Aid Growth With Daniel Hannoush
Daniel Hannoush, CEO of Pandowealth, had a problem. His niche firm was growing so fast they didn’t even need to...
Podcast
Speedbumps to Scale
As an owner of a small financial planning firm, one of your concerns is how to best grow your business....
Podcast
Finding Scale Through Innovative Solutions and Pricing With Kate Holmes
Over recent decades, new ideas and innovations have positively impacted our profession and benefited the clients we serve. Many of...
Podcast
What Pricing Model Is Right for Me?
Finding the right fee structure seems to be a constant struggle for some advisors. They weigh the pros and cons...
Podcast
Revitalizing Your Approach to Client Advice With George Kinder
The financial advice industry is relatively young. After all, it has only been in the last few decades that consumers...
Podcast
Creating the Value Clients Really Want
As new financial advisors, you begin your career by learning technical skills like retirement needs analysis, cash flow modeling, and...
Podcast
Achieving Balance Between Work and Life With Travis Parry
You hear and read a lot about work/life balance. In fact, you may worry about your own work/life balance. There...
Podcast
Balancing Your Jobs to Build Stronger Relationships
Advisors offering ongoing financial planning deliver both functional jobs (like performing analysis and creating the plan) and emotional jobs (like...
Podcast
How to Bring Financial Joy to Your Clients With Dr. Meghaan Lurtz
As an advisor, you want to build a strong relationship with each client. To do that part of your role...
Podcast
The Truth Behind the Question “How Am I Doing?”
Throughout your career, your clients will ask you many questions. Most will deal with a financial pain the client wants...
Podcast
Finding the Right Candidate for Your Firm With Caleb Brown
As advisory firms grow, successfully attracting and hiring the right talent is essential to unlocking efficiencies and, more importantly, a...
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