Elementality for Financial Advisors | Elements Financial Vitals System™

How do you engage your clients in a conversation about their spending habits and the effect it has on other parts of their life? On this episode of the Elementality podcast, hear Reese talk to the clients of his RIA about the things they should guard against as they develop spending habits that will affect their finances over a lifetime.

Asset management software was created for an industry focused on product sales. Is technology keeping pace now the value prop is changing? On this episode of the Elementality podcast, Reese and Matt discuss why traditional planning software is good at projections, but why something new is also needed to provide indicators for ongoing financial health. 

As the industry shifts towards more value-based advice, to really understand your clients, you need to understand what motivates them.On this episode of the Elementality podcast, Reese Harper and David Dodd, of The Other 90 Financial, discuss faith-based investing, how personal values can change a client’s portfolio, and a socially conscious approach to money.

What if you could eliminate most of the pain of an initial plan? How much background would you need before you could deliver value? Modern consumers want their lives to be as uncomplicated as possible and on this episode of the Elementality podcast, Reese and Matt look at how to make the starting point of a client relationship less overwhelming.

How will a new generation of financial advisors who look beyond numbers and help focus client goals around their passions and values affect planning? On this episode of the Elementality podcast, Reese Harper welcomes Justin Castelli, Co-Founder at The AGC™. Hear why Justin thinks your advice shouldn’t be framed solely around money, but also on what makes a client truly happy.

Elements® drives prospect interactions while encouraging quicker commitment. But could it also motivate prospects to “do-it-yourself”?  Freemium offers are now a part of lead nurturing, but will clients eventually leave after they get used to a free app? Reese and Matt say “no.” Find out why on this episode of the Elementality podcast.

You help shape your clients’ finances around their life purpose. But are you as intentional about your own business as you are about planning?  On this episode of the Elementality podcast, Reese Harper interviews Matthew Jarvis of The Perfect RIA. You also have values and dreams and Matthew explains why it’s important to stay true to yourself as you build your firm.

Do you ever challenge prospects to think about money differently? By disrupting the status quo, you actually begin to build trust.On this episode of the Elementality podcast, Reese and Matt explain how to take greater control of the sales experience. The results may surprise you when you compel prospects to consider a new viewpoint.

When it comes to financial forecasts, accuracy is always questionable. So what would clients lose if planners stopped using them? On this episode of the Elementality podcast, Reese and Chad discuss why forecasting seems to be a remnant from the past—and why your clients may do better if you concentrated more on the present.

Hustling for sales works for financial products, but as a planner—whose product is advice—you have to prove why your advice is valuable first.On this episode of the Elementality podcast, Reese Harper welcomes Sten Morgan of Legacy Investment Planning. Sten reveals why sharing your best ideas with prospects from the start builds trust and leads to higher close rates.