Elementality for Financial Advisors | Elements Financial Vitals System™

Uncovering client money worries by asking the right objective questions is never easy. It’s why many advisors rely on fpPathfinder's checklists and flowcharts to help ensure planning opportunities are never missed. On this Elementality, Abby talks with Mike Lecours, co-founder of fpPathfinder, about how diligent advisors build long-term client trust.

Money is never simple. It’s tied to complex emotions. It can lead to power, bring happiness or headaches. And unfortunately, our past experiences with money shape our current attitudes and anxieties about finances. On this Elementality, Carl and David Hunter talk about why advisors need to help clients find financial purpose when it comes to their money.

While you may prefer to focus on numbers, how a client’s finances look on a spreadsheet and their story as it relates to money rarely line up.  On this Elementality, Carl and Dan Rooker, of Rook Financial, discuss why you need to first understand what causes a client anxiety about their money before offering them solutions that can help them move forward.  

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.