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

  • The Gap Between Literacy and Technology With Mac Gardner

    There’s a wide divide between the small number of people who can afford money management and the large number of...

    Vision
  • The Future of Planning Frameworks

    For the last 50 years, investment management drove the value proposition for financial advisors with any innovations in technology also...

    Planning Process
  • What It Means to Be a Financial Planner With Hannah Moore

    As the founder of the financial planning education and training company Amplified Planning, Hannah Moore says our profession should transform...

    Client Experience
    Vision
  • Are You Giving Advice Too Quickly?

    In an effort to get prospects to buy their services, some advisors lead with free advice. But how much should...

    Client Experience
  • Advisors as Financial Guides With Scott Frank

    What describes your advisory approach? Maybe you see yourself as the “hero” who has the optimal financial solution for clients?...

    Client Experience
  • 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...

    Pricing
  • 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...

    Vision
  • 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...

    Planning Process
  • 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...

    Firm Growth & Marketing
    Vision
  • 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...

    Data Collection
  • 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...

    Software