Elementality for Financial Advisors | Elements Financial Vitals System™

Traditional 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.

Explore 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.

Learn 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.

In 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. 

Discover 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.

Explore 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.

Discover 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.

Discover 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.

Discover 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!

"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.

For 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.    

When 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. 

There 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.   

Is 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.  

You 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.  

Every 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. 

"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.

In 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. 

Most 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. 

Many 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 part...

Prospecting 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.

How 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.  

In 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. 

When 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.

How 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.