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
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...
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,...
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...
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...
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...
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...
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...
Speedbumps to Scale
As an owner of a small financial planning firm, one of your concerns is how to best grow your business....
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...
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...
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...