Elementality for Financial Advisors | Elements Financial Vitals System™
230 episodes - English - Latest episode: 14 days ago -Join Reese Harper, CFP®, Carl Richards, CFP®, or Jordan Haines, 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.
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Episodes
"The Language of Referrals" w/ Bill Cates
April 11, 2024 18:51 - 37 minutes - 34.6 MBToday we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.” In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.
Practical Uses For AI Today w/ Jeff Morgan
April 04, 2024 16:16 - 35 minutes - 32.3 MBWe welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements. In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.
Pursuing Authenticity w/ Justin Castelli
March 26, 2024 15:00 - 41 minutes - 38 MBJustin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align their financial strategies with their genuine life goals, Justin advocates for a more authentic, fulfilling approach to financial advising. This episode is an essential listen for advisors seeking to navigate the emotional aspects of finance, pr...
Social Media Success w/ Colin Day
March 19, 2024 17:11 - 47 minutes - 43.8 MBColin Day, advisor at Correct Capital, shares how he uses Elements and social media to attract and prospect potential clients. In this episode you'll learn: How to think about "client engagement" How Colin leveraged bad luck to create an intersting story How to use Elements to attract and qualify potential clients
Monitor Client Progress with Physicians Thrive
March 12, 2024 13:11 - 27 minutes - 24.9 MBHow do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health.
Advice 2.0: Less Time, More Impact
February 27, 2024 14:00 - 22 minutes - 30.5 MBTraditional methods to deliver financial advice take a lot of time. Reese Harper and Carl Richards share insights on the limitations of traditional advice delivery and introduce a novel method that transcends time constraints, offering more accessible and efficient financial advice. Learn how to adapt and thrive in the evolving landscape of financial advisory services.
Mastering LinkedIn for Advisors With Ken Anderson
February 20, 2024 14:00 - 22 minutes - 20.7 MBExplore the power of LinkedIn in financial advising with Ken Anderson of Advisor Appointments. Learn about connecting with the right clients, a four-phased messaging strategy, and how to use a framework like Elements to unlock prospecting online.
Build A Cohesive Marketing Strategy With David Roberson
February 13, 2024 13:53 - 27 minutes - 25.5 MBLearn how you can integrate a cohesive marketing story into your firm with David Roberson of Azella. Discover how advisors can create a more accessible and cohesive service through technology and personalized branding. Learn about the power of storytelling in creating a seamless journey from the first ad to the final meeting.
Prospect Power Up: Answer Questions First
February 06, 2024 13:28 - 27 minutes - 37.3 MBIn this replay of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions. Money is the top cause of stress for Americans. As they look for answers, advisors have a unique opportunity to provide needed guidance.
Sharing You Work Publicly with Josh Passler
January 30, 2024 13:22 - 27 minutes - 25.5 MBDiscover the impact of sharing your work publicly. Join Josh Passler as he shares his journey from advisor to “The FinArtist,” revealing the power of building in public and showcasing work online.
The Art of Guidance: Using The Right Tools
January 23, 2024 14:00 - 21 minutes - 19.9 MBExplore the role of financial advisors as guides, uncover the art of identifying client archetypes, and learn how to choose the right tools for effective behavior change in this Elementality episode. Dive into personalized financial guidance for impactful client journeys.
Validation: What Clients Really Want
January 16, 2024 13:30 - 17 minutes - 16 MBDiscover why client validation is a crucial first step before giving financial advice. Reese Harper and Jordan Haines discuss how financial vitals play a key role in this process and why advisors must transition from controllers to coaches for effective behavior change.
The Elements Story: From Concept to Success
January 09, 2024 14:00 - 22 minutes - 20.7 MBDiscover the journey of Elements from its inception at Dentist Advisors to becoming a key tool for many financial advisors. Reese Harper and Ryan Isaac share their insights on the system's impact, its role in enhancing client interactions, and its evolution from manual efforts to sophisticated technology.
Convert More Prospects With Small Events
January 02, 2024 13:46 - 18 minutes - 16.7 MBDiscover how small- to mid-sized events can be game-changers for advisors. Reese shares tactical advice on leveraging these events for deeper prospect conversations. Learn the key to intimate prospect engagement and strategies for increasing prospect interactions effectively. Tune in to transform your prospecting approach through events!
Why Everyone Needs a Discussion Partner with Angela Johnson
December 26, 2023 07:10 - 33 minutes - 45.7 MB“Everyone needs a discussion partner and my role is to help clients as their partner. Elements helps me get those discussions started as clients begin to visualize why their financial picture isn’t in line with their values.” On this Elementality, Abby welcomes Angela Johnson who explains how she uses Elements throughout her onboarding and planning process.
High Impact, Low Cost Marketing with Jeff Morgan
December 19, 2023 19:10 - 43 minutes - 59.6 MBFor RIAs with limited resources, how to market your services can seem daunting. Where do you begin? How do you get followers? Despite the obvious obstacles, these ideas can help you kickstart your marketing efforts. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about how to build an audience on a minimal budget.
Debt Optimization as a Next-Level Service with Rohit Argawal
December 12, 2023 19:10 - 24 minutes - 34.2 MBWhen advising clients on how to build their net worth, reducing the cost of their debt is an essential part of the equation. Surveys show the majority of clients want liability optimization … but few advisors offer it. On this Elementality, Abby welcomes Rohit Argawal of Sora Finance, a firm that allows advisors to add liability planning to their services.
The Benefits of Podcasting for Advisors
December 05, 2023 19:10 - 23 minutes - 31.6 MBThere are few channels as versatile as podcasting. It’s an excellent marketing tool, a great way to build an audience, and it’s easy to start one. But there are some things you need to know before you decide to go live. On this Elementality, Reese Harper offers tips he has gleaned from his experience as a host and guest on how to succeed as a podcaster.
Maximize the Impact of Your Content with Jeff Morgan
November 28, 2023 19:10 - 41 minutes - 57.5 MBIs marketing at the bottom of your to-do list? There are a million things that need to be done for clients, but let’s be honest, marketing would get more attention if you were more confident that you could do it effectively. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about how his FIRE process can ignite your marketing efforts.
Simplify the Complex: Elements’ One-Page Plan with David Hughes
November 21, 2023 19:10 - 24 minutes - 34.1 MBYou want clients to bridge the financial gap between today and the future. A one-page plan gives them a roadmap for getting from here to there and answers their core questions: "How am I doing?" and "What should I do next?" On this Elementality, Abby welcomes David Hughes who explains how the Elements' One-Page Plan helps him launch clients on their financial journey.
Maximizing Your Impact With Tax Planning with Roger Pine
November 14, 2023 19:10 - 31 minutes - 42.7 MBEvery client has this one thing in common … they want to reduce their taxes. And tax planning is immediate, it’s tangible, it’s one of the few things you can do for clients that’s not based on helping them make behavioral changes. On this Elementality, Abby interviews Roger Pine of Holistiplan, a company that helps advisors simplify tax planning for their clients.
Talking With Your Clients: The Key to Retirement Planning
November 07, 2023 19:10 - 24 minutes - 34.1 MB“When can I retire?” It may be the #1 question planners get asked. And an answer like, “Just save this much monthly” won’t do since lifestyle choices and economic uncertainty mean the answer isn’t easy to project. On this Elementality, Reese explains to the clients of his RIA why there’s a complexity to the question that needs an in-depth examination.
Building Trust and Authority With a White Paper
October 31, 2023 06:10 - 27 minutes - 38.1 MBIn an era defined by tweets, does a white paper offer any value to a small RIA firm? The answer is a resounding ‘yes’! White papers persuade like an article, offer information like a brochure, educate, and promote your services. On this Elementality, Carl explains how you can write a white paper that builds your reputation, your brand, and a library of marketing content.
A Better Understanding of Financial Health with Eric Rodriguez
October 24, 2023 18:10 - 39 minutes - 53.6 MBMost people are more concerned about what is going to happen in the next few years, not the next 50 years. They want to enjoy the present. On this Elementality, Abby welcomes Eric Rodriguez of Wealth Builders LLC, who explains how to empower clients to make informed decisions by using Elements to tell a visual story of how the present and future are interconnected.
Making Quality Advice Available to All with Rob Rickey
October 17, 2023 18:10 - 50 minutes - 69.5 MBMany people say nothing makes them feel more confident in life than to have their financial house in order. And for some, to accomplish it, they need to rely on help. So how do we get the option of good fiduciary planning to everyone? On this Elementality, Reese interviews Rob Rickey of StraightLine, a firm that works with employers to bring financial education and advice to employees who are participating in their employee-sponsored retirement plans.
Leveraging Instagram for Social Prospecting with Colton Etherton
October 10, 2023 18:10 - 24 minutes - 33.1 MBProspecting still requires some level of personal connection. Gone are the days of cold calling—now social media offers that link to prospects and lets you target your customers, connecting with them at your fingertips. On this Elementality, Abby talks with Colton Etherton of Out of Office Planning about why Instagram is his choice for social prospecting.
Simplify Financial Planning With Elements with Dale Shafer
October 03, 2023 18:10 - 32 minutes - 44.9 MBHow am I doing? Getting that question answered is often on the mind of people who seek out a financial advisor. Helping them articulate and define their financial purpose so you can provide the best answer is your challenge. On this Elementality, Abby welcomes Dale Shafer, of Life Moves Wealth Management, who explains how Elements gives clients financial clarity.
Leveraging Social Media Marketing with Jeff Morgan
September 26, 2023 18:10 - 29 minutes - 40 MBIn our digital age, social media is a central ingredient for most marketing plans. But with so many options, where to start can be confusing. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about social strategies—how to start; the power of paid social; and why content creation needs to be part of your social marketing game plan.
Why the Status Quo Is a Threat to Your RIA with Matt Reiner
September 19, 2023 18:10 - 43 minutes - 59.4 MBWhen making decisions, we lean towards the familiar. It’s in our nature as change often seems too uncomfortable. From ordering food to choosing apps, we want what’s familiar. But to thrive, you need to innovate. On this Elementality, Reese welcomes Matt Reiner, CEO at Wela Strategies, who explains why maintaining the status quo results in stagnation.
Elements in Action with Ben Stewart
September 12, 2023 18:10 - 24 minutes - 33.1 MBHow are advisors using Elements with clients, and to grow their RIA? We decided to find out! Ben Stewart, of Stewart Wealth Management, shares with Abby the specific benefits he has seen from using Elements to grow his firm this past year. On this Elementality, Abby welcomes Ben to talk about the specific benefits he has seen from using Elements as he grows his firm.
Breakfast Meetings: A Secret Prospecting Weapon
September 05, 2023 18:10 - 22 minutes - 31.2 MBIn the age of email, smart phones, and social media, it’s easy to forget the power that comes from directly connecting with people. Prospect events can work, but discovering the best approach often takes too much guesswork. On this Elementality, Carl explains why breakfast meetings make the ideal prospecting event and provides the recipe for putting one together.
Strategic Alliances: Advisors, CPAs, and Attorneys with Kent Owings
August 29, 2023 18:10 - 25 minutes - 34.6 MBPartnerships between advisors, CPAs, and attorneys should be a natural fit because their roles all involve handling the flow of client assets. But just because they should fit together doesn’t mean they always do fit together. On this Elementality, Abby talks with Kent Owings of Ironstone Financial about what he does to find success as he works with other professionals.
From Wolf of Wall Street to Fiduciary RIA with Chuck Failla
August 22, 2023 18:10 - 46 minutes - 64.1 MBDo you know what a PINO is? Not pinot, but P-I-N-O. An acronym coined by Chuck Failla, it distinguishes a “planner-in-name-only” salesperson from a fiduciary who is ethically bound to act in their clients’ best interests. On this Elementality, Reese welcomes Chuck. Discover how Chuck’s career has taken him from conflicted stockbroker to an influential RIA.
Diagnosing Financial Health Using Elements with Billy Zerillo
August 15, 2023 18:10 - 29 minutes - 41 MBManaging wealth has often been compared to managing health. You have honest conversations about priorities, share personal information, and come up with a diagnosis to help reach your goals. And it is all about numbers. On this Elementality, Billy Zerillo, of TerraWeath, explains how Elements helps him as a diagnostics tool for checking a client’s financial health.
Talking With Your Clients: A New Way to Look at Budgeting
August 08, 2023 18:10 - 23 minutes - 32 MBIf you never examine how your clients spend money, there’s really no need to make a financial plan. It can be a challenging conversation, but clients need to recognize the connection between spending, budgeting, and saving. On this Elementality, Reese explains to the clients of his RIA why spending and saving are the yin and yang of a good financial plan.
The Psychology of the Buying Decision with Jake Larsen
August 01, 2023 18:10 - 29 minutes - 41.2 MBIf prospective clients are hesitant, you need to better understand the factors they normally consider before they make a buying decision. On this Elementality, Abby and Jake Larsen, VP of Sales at Elements, discuss the art of selling, the role of financial anxiety, and why certainty is the catalyst that turns a prospective client's hesitancy into action.
Attracting the Ideal Client with Emlen Miles-Mattingly
July 25, 2023 18:10 - 50 minutes - 68.7 MBIt isn’t earth-shattering news that the purpose of marketing is to attract an audience. But by casting a wide net, it is easy to forget that the goal is to attract the best clients, not just anyone who will pay attention. On this Elementality, Reese and Emlen Miles-Mattingly of Gen Next Wealth talk about how to make sure you are attracting the clients you want.
The Power of Consistency with David DeCelle
July 18, 2023 18:10 - 29 minutes - 40.5 MBMany of the efforts advisors undertake fail before they reach the finish line—and it’s not because of flawed strategies. Too often an advisor lacks the commitment to follow through on what’s required to achieve the objective. On this Elementality, Abby and David DeCelle, of Model FA, talk about your need for commitment and consistency as you build a business. As an advisor, commitment and consistency are two of the most powerful tools you have. They build the confidence you need for succe...
Find Your Perfect Client: The Power of an Ideal Client Avatar
July 11, 2023 18:10 - 30 minutes - 41.3 MBCreating a clear understanding of your target market is crucial for effective marketing so marketers segment by demographics, geography, age, etc. But defining a profile of your ideal client can hyper-focus your marketing. On this Elementality, Abby and Grant Botma of Stewardship Financial look at why there are benefits to creating an “ideal client avatar.”
Social Media vs Email. And the Marketing Winner Is …
July 04, 2023 18:10 - 25 minutes - 34.3 MBPopular culture seems to support the perception that social media is the ultimate marketing solution and email is just plain old-fashioned. But when it comes to return on your marketing investment, the winner is clear. On this Elementality, Carl tells Abby why he believes email is the most underutilized, and powerful, marketing tool available to advisors.
How Good Messaging Helps Grow Your Business
June 27, 2023 18:10 - 31 minutes - 43.1 MBYou already write … a lot. From social posts to daily emails, there is a continual demand for you to organize words to communicate. If becoming a good writer takes practice, you’re already practicing. So how do you get better? On this Elementality, Reese explains to Abby why the best writing is open and accessible, and what can be done each day to improve writing skills.
How to Solve the Fiduciary/Insurance Dilemma with Broc Buckles
June 20, 2023 18:10 - 22 minutes - 30.3 MBAs a fee-only advisor, not taking commissions is central to how you define your services. But here’s the dilemma: your clients still need commission-based products like life, disability, and long-term care insurance. On this Elementality, Abby interviews Broc Buckles of BC Brokerage, an independent insurance brokerage for the clients of fee-only planners.
Marketing Through Social Media with Thomas Kopelman
June 13, 2023 18:10 - 28 minutes - 39.7 MBChoosing which social media channel might work best for you can be daunting. And you know putting a little content on each one isn’t effective. On this Elementality, Abby talks with Thomas Kopelman about how he became known as “The King of Twitter for Financial Advisors.” Discover why he focused on Twitter and how his business exploded since making that commitment.
How Elements Helped My Seminar Succeed—with Colton Etherton
June 06, 2023 18:30 - 23 minutes - 32.3 MBTo grow an advisory firm, seminars or workshops have proven to be a consistent way to get new clients. But marketing one can be challenging. On this Elementality, Abby talks with Colton Etherton of Out of the Office Planning about his first seminar experience. Find out how hard it was to set up, what issues came up, and what role Elements played in its success.
How to Unlock the Power of Client Referrals
May 26, 2023 14:40 - 23 minutes - 32.4 MBReferrals. They’re the #1 way to grow, require little expense, and result in extremely valuable clients. So why is it so hard to ask for them? On this Elementality, Carl and Abby reveal how to get referrals without being too pushy. Build your foundation of ideal clients by using an approach that excites current clients to join with you in growing your business.
How to Show Your Advisory Skills in a Digital Setting
May 23, 2023 19:46 - 20 minutes - 27.9 MB“You are here.” Any financial roadmap to the future starts by pinpointing the place where you need to begin. By identifying that place for a prospective client, advisors can illustrate why their guidance has value. On this Elementality, Reese and Abby look at why using Elements to complete quick, remote assessments is an effective conversion tool.
Talking With Your Clients: Planning for Retirement (Qt)
May 16, 2023 18:10 - 26 minutes - 36.2 MBThe plan-in-a-binder era has ended. Today people want ongoing help with the complexities of their modern finances. But even with a greater focus on the present, preparing for retirement remains a key ingredient to good planning. On this episode of Elementality, Reese explains to the clients of his RIA where qualified plans (Qt) fit within the financial planning puzzle.
Focus on the Big Picture
May 09, 2023 18:10 - 14 minutes - 19.3 MB“Holistic.” “Comprehensive.” As an advisor you know these words are used … a lot. Have they been so overused as to render them meaningless? On this Elementality, Reese and Carl look at why explaining that planning is “holistic” or “comprehensive” is crucial to defining what you do—and how the Elements scorecard helps clients visualize what those terms mean.
Answer the Question
May 02, 2023 18:10 - 13 minutes - 18.6 MBFinancial planning can be hard to describe, but people love it when they experience it. So how can you speed things up and provide prospective clients fast, insightful answers that give them a taste of what planning can do? On this Elementality, Reese and Carl explain how using Elements as an assessment tool allows you to quickly gauge a person’s financial status.
Monitor Financial Vitals
April 25, 2023 18:10 - 15 minutes - 21.1 MBThe path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns. On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial vital signs.