Elementality for Financial Advisors | Elements Financial Vitals System™
By Reese Harper, CFP®
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Image by Reese Harper, CFP®
Category: Investing
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Subscribers: 20
Reviews: 0
Episodes: 184
Description
Join the Elements team 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.
| Episode | Date |
|---|---|
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Marketing The Right Way w/ Robert Sofia
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Apr 25, 2024 |
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Finding The AI Sweetspot w/ Denis Konoplev
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Apr 18, 2024 |
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"The Language of Referrals" w/ Bill Cates
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Apr 11, 2024 |
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Practical Uses For AI Today w/ Jeff Morgan
|
Apr 04, 2024 |
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Pursuing Authenticity w/ Justin Castelli
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Mar 26, 2024 |
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Social Media Success w/ Colin Day
|
Mar 19, 2024 |
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Monitor Client Progress with Physicians Thrive
|
Mar 12, 2024 |
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Monitor Financial Vitals
|
Mar 05, 2024 |
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Advice 2.0: Less Time, More Impact
|
Feb 27, 2024 |
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Mastering LinkedIn for Advisors With Ken Anderson
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Feb 20, 2024 |
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Build A Cohesive Marketing Strategy With David Roberson
|
Feb 13, 2024 |
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Prospect Power Up: Answer Questions First
|
Feb 06, 2024 |
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Sharing You Work Publicly with Josh Passler
|
Jan 30, 2024 |
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The Art of Guidance: Using The Right Tools
|
Jan 23, 2024 |
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Validation: What Clients Really Want
|
Jan 16, 2024 |
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The Elements Story: From Concept to Success
|
Jan 09, 2024 |
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Convert More Prospects With Small Events
|
Jan 02, 2024 |
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Why Everyone Needs a Discussion Partner with Angela Johnson
|
Dec 26, 2023 |
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High Impact, Low Cost Marketing with Jeff Morgan
|
Dec 19, 2023 |
|
Debt Optimization as a Next-Level Service with Rohit Argawal
|
Dec 12, 2023 |
|
The Benefits of Podcasting for Advisors
|
Dec 05, 2023 |
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Maximize the Impact of Your Content with Jeff Morgan
|
Nov 28, 2023 |
|
Simplify the Complex: Elements’ One-Page Plan with David Hughes
|
Nov 21, 2023 |
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Maximizing Your Impact With Tax Planning with Roger Pine
|
Nov 14, 2023 |
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Talking With Your Clients: The Key to Retirement Planning
|
Nov 07, 2023 |
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Building Trust and Authority With a White Paper
|
Oct 31, 2023 |
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A Better Understanding of Financial Health with Eric Rodriguez
|
Oct 24, 2023 |
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Making Quality Advice Available to All with Rob Rickey
|
Oct 17, 2023 |
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Leveraging Instagram for Social Prospecting with Colton Etherton
|
Oct 10, 2023 |
|
Simplify Financial Planning With Elements with Dale Shafer
|
Oct 03, 2023 |
|
Leveraging Social Media Marketing with Jeff Morgan
|
Sep 26, 2023 |
|
Why the Status Quo Is a Threat to Your RIA with Matt Reiner
|
Sep 19, 2023 |
|
Elements in Action with Ben Stewart
|
Sep 12, 2023 |
|
Breakfast Meetings: A Secret Prospecting Weapon
|
Sep 05, 2023 |
|
Strategic Alliances: Advisors, CPAs, and Attorneys with Kent Owings
|
Aug 29, 2023 |
|
From Wolf of Wall Street to Fiduciary RIA with Chuck Failla
|
Aug 22, 2023 |
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Diagnosing Financial Health Using Elements with Billy Zerillo
|
Aug 15, 2023 |
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Talking With Your Clients: A New Way to Look at Budgeting
|
Aug 08, 2023 |
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The Psychology of the Buying Decision with Jake Larsen
|
Aug 01, 2023 |
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Attracting the Ideal Client with Emlen Miles-Mattingly
|
Jul 25, 2023 |
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The Power of Consistency with David DeCelle
|
Jul 18, 2023 |
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Find Your Perfect Client: The Power of an Ideal Client Avatar
|
Jul 11, 2023 |
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Social Media vs Email. And the Marketing Winner Is …
|
Jul 04, 2023 |
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How Good Messaging Helps Grow Your Business
|
Jun 27, 2023 |
|
How to Solve the Fiduciary/Insurance Dilemma with Broc Buckles
|
Jun 20, 2023 |
|
Marketing Through Social Media with Thomas Kopelman
|
Jun 13, 2023 |
|
How Elements Helped My Seminar Succeed—with Colton Etherton
|
Jun 06, 2023 |
|
How to Unlock the Power of Client Referrals
|
May 26, 2023 |
|
How to Show Your Advisory Skills in a Digital Setting
|
May 23, 2023 |
|
Talking With Your Clients: Planning for Retirement (Qt)
|
May 16, 2023 |
|
Focus on the Big Picture
|
May 09, 2023 |
|
Answer the Question
|
May 02, 2023 |
|
Monitor Financial Vitals
|
Apr 25, 2023 |
|
The Secrets to Marketing a Small RIA
|
Apr 18, 2023 |
|
Teach Them a New Language
|
Apr 11, 2023 |
|
Clients Want Beautiful Design
|
Apr 04, 2023 |
|
Maximize Well-Being and Wealth
|
Mar 28, 2023 |
|
Marry Emotional With Technical
|
Mar 21, 2023 |
|
Talking With Your Clients: Why Liquidity Is Important
|
Mar 14, 2023 |
|
Jump Right Into Deeper Conversations
|
Mar 07, 2023 |
|
The Client Is the Co-Pilot
|
Feb 28, 2023 |
|
Clarify Values and Purpose
|
Feb 21, 2023 |
|
Anchor to the Present Moment
|
Feb 14, 2023 |
|
How to Build Client Trust With Mike Lecours
|
Feb 07, 2023 |
|
Work. Money. Balance. With David Hunter
|
Jan 31, 2023 |
|
Reducing Client Anxiety With Dan Rooker
|
Jan 24, 2023 |
|
Living With Intention With Jeff Wolniewicz
|
Jan 17, 2023 |
|
Protecting Your Vision as You Scale with Matt Mulcock
|
Jan 10, 2023 |
|
Conquering Content Creation Fears with Becky Walsh
|
Jan 03, 2023 |
|
The Building Blocks to Firm Success with Dasarte Yarnway
|
Dec 27, 2022 |
|
Is Growth the Right Choice for You?
|
Dec 20, 2022 |
|
Talking With Your Clients: The Power of Performance Comparisons
|
Dec 13, 2022 |
|
An Advisor’s Role as Teacher With Mike Johnson
|
Dec 06, 2022 |
|
Keeping the Dream Alive with Justin Green
|
Nov 29, 2022 |
|
Money Memories and Their Lasting Effects with Chelsea Rude
|
Nov 22, 2022 |
|
Scale Up Using Third-Party Support Services with Michelle Wong
|
Nov 15, 2022 |
|
The Power of Silence with Brandon Galici
|
Nov 08, 2022 |
|
Ask the Right Questions with Phil Telpner
|
Nov 01, 2022 |
|
Getting to the Heart of What Really Matters with Ryan Kilkenny
|
Oct 25, 2022 |
|
Talking With Your Clients: Disciplined Spending
|
Oct 18, 2022 |
|
Why Our Tools No Longer Fit a Complex World
|
Oct 11, 2022 |
|
The Planning Process Is Too Complex. Now What?
|
Oct 04, 2022 |
|
The Cost and Complexity Problem With Planning
|
Sep 27, 2022 |
|
Why Can’t Advisors Help More People?
|
Sep 20, 2022 |
|
Don’t Let Niche Doubts Hold You Back
|
Sep 13, 2022 |
|
Don’t Overlook This Unique Prospecting Opportunity
|
Sep 06, 2022 |
|
Bringing the Cost to Serve Down
|
Aug 30, 2022 |
|
How to Go Downmarket More Effectively
|
Aug 23, 2022 |
|
Increase Your Value with Tax Services With Steven Jarvis
|
Aug 16, 2022 |
|
Why Delivering Financial Certainty Is Never Enough
|
Aug 09, 2022 |
|
The Dangers of Investing too Much into a Home
|
Aug 02, 2022 |
|
Helping Clients Reveal Their True Feelings About Money
|
Jul 26, 2022 |
|
Talking With Your Clients: The Origins of Elements
|
Jul 19, 2022 |
|
What Is “Real Financial Planning”?
|
Jul 12, 2022 |
|
The Successful Sales Approach With Jake Larsen
|
Jul 05, 2022 |
|
Introducing Carl Richards: Altering the Focus of Your Advice
|
Jun 28, 2022 |
|
How to Fill Your Pipeline: A Lesson on Net Worth
|
Jun 21, 2022 |
|
Why You Shouldn’t Fear Specialization With Adam Cmejla
|
Jun 14, 2022 |
|
Get Your New Advisors “Up to Speed” Faster
|
Jun 07, 2022 |
|
Putting Home Equity to Work During Retirement With Blain Pearson PhD
|
May 31, 2022 |
|
Burn Rate and a Philly Cheesesteak
|
May 24, 2022 |
|
Mastering the Human Side of Money With Brendan Frazier
|
May 17, 2022 |
|
Why Financial Salience Matters
|
May 10, 2022 |
|
The Twists and Turns of a Niche Market With Leah Coleman
|
May 03, 2022 |
|
Talking With Your Clients: Liquid Term (Lt)
|
Apr 26, 2022 |
|
The Flexible Approach to Training With Brett Danko
|
Apr 19, 2022 |
|
Trends Transforming Planning Pricing
|
Apr 12, 2022 |
|
How to Face Your Writing Fears With Paco de Leon
|
Apr 05, 2022 |
|
Niches Are More than Just Marketing
|
Mar 29, 2022 |
|
Embracing the Emotional Side of Planning With Beverly Flaxington
|
Mar 22, 2022 |
|
Why “Financial Planning” Doesn’t Describe Your Value
|
Mar 15, 2022 |
|
5 Marketing Mistakes You Need to Avoid With Marie Swift
|
Mar 08, 2022 |
|
Context Over Content
|
Mar 01, 2022 |
|
Talking With Your Clients: Spending (Br)
|
Feb 22, 2022 |
|
The Case for and Against Financial Projections
|
Feb 15, 2022 |
|
Money and Moral Conflicts With David Dodd
|
Feb 08, 2022 |
|
The ‘Painless’ First Meeting Theory
|
Feb 01, 2022 |
|
Living Without Financial Fear With Justin Castelli
|
Jan 25, 2022 |
|
Prospecting With a Freemium Model
|
Jan 18, 2022 |
|
Working More Intentionally With Matthew Jarvis
|
Jan 11, 2022 |
|
Building Trust Through Healthy Pushback
|
Jan 04, 2022 |
|
The Role of Projections in Giving Advice
|
Dec 28, 2021 |
|
Proving Your Advice Is Valuable With Sten Morgan
|
Dec 21, 2021 |
|
What Skills Make a Good Advisor?
|
Dec 14, 2021 |
|
Why Planning Is Finally Reaching Its Potential With Bob Veres
|
Dec 07, 2021 |
|
Elements for Retirees
|
Nov 30, 2021 |
|
Why Tech Is Key to Firm Owner Success With Tim Welsh
|
Nov 23, 2021 |
|
Shifting from Client Meetings to Client Conversations
|
Nov 16, 2021 |
|
The Disciplined Approach to Rapid Firm Growth With Jim Crider
|
Nov 09, 2021 |
|
The Growing Fee-for-Service Trend
|
Nov 02, 2021 |
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The Gap Between Literacy and Technology With Mac Gardner
|
Oct 26, 2021 |
|
The Future of Planning Frameworks
|
Oct 19, 2021 |
|
What It Means to Be a Financial Planner With Hannah Moore
|
Oct 12, 2021 |
|
Are You Giving Advice Too Quickly?
|
Oct 05, 2021 |
|
The Advisor as a Financial Guide With Scott Frank
|
Sep 28, 2021 |
|
What’s the Right Pricing Model for Your Firm?
|
Sep 21, 2021 |
|
The Rise of the “Financial Advicer” With Michael Kitces
|
Sep 14, 2021 |
|
Why Real Planning Is Ongoing Planning
|
Sep 07, 2021 |
|
Next Generation Growth With Douglas A. Boneparth
|
Aug 31, 2021 |
|
Tracking Client Progress and Milestones
|
Aug 24, 2021 |
|
Innovations in Financial Services With Natalie Taylor
|
Aug 17, 2021 |
|
How to Get Your Clients Engaged in Planning
|
Aug 10, 2021 |
|
Aligning Client Money and Values With Carl Richards
|
Aug 03, 2021 |
|
Is Your Technology on Target?
|
Jul 27, 2021 |
|
Digital Marketing for the 21st Century With Paul Thompson
|
Jul 20, 2021 |
|
Are Numbers and Data Overwhelming Your Clients?
|
Jul 13, 2021 |
|
Accelerating Your Firm's Evolution With Stephanie Bogan
|
Jul 06, 2021 |
|
The Data Collection Challenge
|
Jun 29, 2021 |
|
How Dependable Processes Aid Growth With Daniel Hannoush
|
Jun 22, 2021 |
|
Speed Bumps to Scale
|
Jun 15, 2021 |
|
Finding Scale Through Innovative Solutions and Pricing with Kate Holmes
|
Jun 08, 2021 |
|
What Pricing Model Is Right for Me?
|
Jun 01, 2021 |
|
Revitalizing Your Approach to Client Advice With George Kinder
|
May 25, 2021 |
|
Creating the Value Clients Really Want
|
May 18, 2021 |
|
Achieving Balance Between Work and Life With Travis Parry
|
May 11, 2021 |
|
Balancing Your Jobs to Build Stronger Relationships
|
May 04, 2021 |
|
How to Bring Financial Joy to Your Clients With Dr. Meghaan Lurtz
|
Apr 27, 2021 |
|
The Truth Behind the Question “How Am I Doing?”
|
Apr 20, 2021 |
|
Finding the Right Candidate for Your Firm With Caleb Brown
|
Apr 13, 2021 |
|
Why Process Is Critical to Client Communications
|
Apr 06, 2021 |
|
Overcoming Emotional Hurdles Before Solving Problems With Daniel Crosby
|
Mar 30, 2021 |
|
Why Standards Improve the Quality of Your Advice
|
Mar 23, 2021 |
|
What to Look Forward to in Elementality Season 2
|
Dec 02, 2020 |
|
Making It Work When Work Comes Home With Barb Harper
|
Nov 24, 2020 |
|
Get Off the Sales Cycle Roller Coaster With Mark LeBlanc
|
Nov 17, 2020 |
|
Streamline the Planning Process With Frictionless Technology
|
Nov 10, 2020 |
|
Be the Resource Clients Want to Refer With Dan Allison
|
Nov 03, 2020 |
|
Purposeful Marketing Paves the Way
|
Oct 27, 2020 |
|
Staying Nimble in a Changing World With TJ Dunker
|
Oct 20, 2020 |
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Say It With Style (and Purpose) With Katherine Eitel Belt
|
Oct 13, 2020 |
|
The Evidence for Evidence-Based Investing With Apollo Lupescu
|
Oct 06, 2020 |
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7 Investment Don'ts Your Clients Need to Hear
|
Sep 29, 2020 |
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Stand Out from the Advisor Crowd With Alana Kohl
|
Sep 22, 2020 |
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Unleash Advisors With a Shared Resource Strategy
|
Sep 15, 2020 |
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The Pricing Problem You Can't Ignore With Matthew Jackson
|
Sep 08, 2020 |
|
Why Your Stance on Liquidity Needs to be More Fluid
|
Sep 01, 2020 |
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Defining and Selecting Your Niche With Patrick Brewer
|
Aug 25, 2020 |
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How Advisors Can Solidify Their Value in a Robo Economy
|
Aug 18, 2020 |
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A Better Way to Answer Your Clients' #1 Question
|
Aug 10, 2020 |
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Making the Move from Broker Dealer to RIA
|
Aug 04, 2020 |
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When is it Time to Hire Professional Management?
|
Jul 28, 2020 |
|
Real Financial Planning Starts With a Real Process
|
Jul 21, 2020 |
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Where Your Ego Ends and The Business Begins
|
Jul 14, 2020 |
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Welcome to Elementality! Stop Selling and Start Advising
|
Jul 02, 2020 |