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
Why Process Is Critical to Client Communications
In the first year, communication with a new client comes easily. You need data and time to deliver a plan...
Podcast
Overcoming Emotional Hurdles Before Solving Problems With Dr. Daniel Crosby
As advisors, we often encounter situations in which clients resist recommendations that we know will improve their lives. Sometimes our...
Podcast
Why Standards Improve the Quality of Your Advice
Compared to other professions financial planning is in its infancy. While financial products have been around since the first insurance...
Podcast
What to Look Forward to in Elementality Season 2
Last week we wrapped up Season 1 and we hope you enjoyed it as much as we did. If you...
Podcast
Making It Work When Work Comes Home With Barb Harper
As a result of new technologies, product marketers began overusing phrases like “paradigm shift.” Now we’re seeing what a real...
Podcast
Get Off the Sales Cycle Roller Coaster With Mark LeBlanc
Running an advisory business can feel a lot like riding a roller coaster. At first, you’re in high gear trying...
Podcast
Streamline the Planning Process With Frictionless Technology
FinTech can dramatically streamline the process of onboarding new clients and serving existing ones. It can shrink the wait time...
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Be the Resource Clients Want to Refer With Dan Allison
Referral marketing works, as old school financial services firms have proven. Even when your solution is less than compelling. Even...
Podcast
Purposeful Marketing Paves the Way
Lifestyle business? Boutique firm? Category killer? Whatever type of advisory practice you’re aiming to grow, you need a cohesive marketing...
Podcast
Staying Nimble in a Changing World With TJ Dunker
Shifting consumer demand, fintech breakthroughs, hyper-efficient new competitors… the game changers are coming fast and furious to the financial services...
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Say It With Style (and Purpose) With Katherine Eitel Belt
Are you really communicating with clients, team members, and colleagues? Or are you just talking them through MoneyGuidePro graphs, Asana...
Podcast
The Evidence for Evidence-Based Investing With Apollo Lupescu
Of course you want to focus on what adds the most value for clients. And with robo advisors serving up...
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