Elementality for Financial Advisors | Elements Financial Vitals System™

This small RIA owner reevaluated her firm’s model, took a step back to reset, and then found success focusing on a very specialized niche.  On this episode of Elementality, Reese welcomes Leah Coleman of the Orchard Financial Group. Niche marketing is gaining popularity and Leah shares the twists and turns her firm took before she found niche success. 

Beyond keeping enough money in an emergency fund, at what point are clients accumulating too much cash and need to put some of it to work?  On this episode of Elementality, Reese talks to the clients of his RIA about the advantages of maintaining adequate liquidity. Hear the type of advice you can offer your own clients about the Liquid Term (Lt) Element.

Because of how the pandemic disrupted the way people learn, new just-in-time learning methods are being used to train advisors.  On this episode of Elementality, trainer extraordinaire Brett Danko joins Reese to discuss new strategies used to teach advisors. Financial education should be constant, find out how it is changing to fit your needs.

As large, subscription-based advisory brands find significant growth with the average consumer, what could it mean for small RIAs? On this episode of Elementality, Reese and Matt look at the success of fee-based firms—focused on giving no-commission advice—who are finding significant traction marketing to consumers who have never used an advisor.

Clients want to stay in touch, but too many meetings can be burdensome. Here’s how to stay connected while demonstrating your expertise.  On this episode of Elementality, Reese and Paco de Leon, of The Hell Yeah Group, explain why it’s critical to interact with clients by creating content and offer their tips so you have the confidence to publish. 

Looking for the right niche market for your business? The opportunity is exciting, but there is work to be done if you want to find success.  On this episode of Elementality, Reese and Matt talk about the allure of niche markets. Finding the right niche leads to faster firm growth, but you’ll first need to become a specialist at the jobs within that niche.

Advisors have sometimes been called financial physicians. After all, you know finance like a physician knows medicine. But how good are your therapeutic skills? An attentive doctor also has a good bedside manner.  On this episode of Elementality, Reese hosts Beverly Flaxington of The Collaborative, to discuss the emotional side of giving advice.

Clients rely on you to ease some of their stress by taking on their financial jobs. You need to help them see your value through that lens.  On this episode of Elementality, Reese and Matt explain why the term “financial planning” doesn’t reflect all of the work being done—and why you need to detail the jobs you do for clients so they realize the value you provide.

As their advisor, you create roadmaps to a better future for clients. Discover why your marketing plans need to be just as deliberate.  On this episode of Elementality, Reese interviews Marie Swift, CEO of Impact Communications. While you’re a skilled planner, Marie offers her tips on how to avoid traps that can trip you up as you market that expertise.

Most of your clients have negative feelings about their finances. Encouraging them as they take positive steps is a big part of your job.  On this episode of Elementality, Reese and Matt look at why positive energy plays an integral role in making client meetings successful. Clients read your energy as much, if not more, than they hear your words.