Helping clients live with more intention means helping them identify their own core values and then aligning those values with the way they live. It’s about showing them that they are the masters of their own destiny. On this Elementality, Carl talks with Jeff Wolniewicz of Under Par Planning about how to help clients live with greater purpose.

You’re improving the lives of your clients and want to reach even more people who could use your expertise. It’s clearly time to grow but how do you scale up and still preserve your ideals that have been so impactful? On this Elementality, Carl talks with Matt Mulcock of Dentist Advisors about what his firm is doing to maintain their vision and culture as they grow.

Does writing intimidate you? Or, maybe you fear public speaking? Perhaps you just worry about being rejected? Overcoming whatever keeps you from creating content is a must as content converts prospects into clients. On this Elementality, Reese and Carl join several of their peers in a roundtable discussion addressing common challenges facing advisors.

There’s a lot to consider when growing a firm—branding, demand generation, and of course how your values fit into what you want to accomplish. When it comes time to put it all together, what’s the correct sequence? On this Elementality, Reese and Carl join several of their peers in a roundtable discussion addressing common challenges facing advisors.

If it seems like it’s time to grow your firm, there are several ways to go about it. But before deciding to scale up, the first question you should be asking is whether growth is actually the right choice for you.   On this Elementality, Reese and Carl join several of their peers in a roundtable discussion addressing common challenges facing advisors. 

Looking to inspire clients to get on the right track with their personal finances? Whether measuring against their peers, or themselves, benchmarks can motivate them to become more accountable to their goals. On this episode of Elementality, Reese explains to the clients of his RIA how benchmarks can push people to reach their potential.

The role of teacher hasn’t changed much over time. Teachers help learners master new concepts—something every advisor needs to do as well. And one measure of a great teacher is they can make the complex seem simple. On this Elementality, Carl and Mike Johnson, of Teacher Wealth, explore why “teaching” is integral to inspiring clients to take action.

Money matters. It gives you freedom and control, provides a family security, and allows for more options in life. But, if you don’t understand its complexities, it can result in hardships that affect generations. On this Elementality, Carl and Justin Green discuss how helping clients alter their financial trajectory can change numerous lives.

Past money memories have a significant effect on client financial decisions and are a reason why money and anxiety are closely tied together. To be a more emphatic advisor, learn about your clients history with money.   On this Elementality, Carl talks with Chelsea Rude of Rude Wealth Advisory, about the long-lasting effects of the past on client decisions. 

Small RIAs who want to expand face significant challenges. Hiring brings with it HR concerns, and managing back office logistics becomes more time intensive—when your attention needs to focus on adding more clients. On this Elementality, Abby talks with Michelle Wong whose firm, Nifty Advisor Support, fills in growth gaps by providing numerous services.