Elementality for Financial Advisors | Elements Financial Vitals System™

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.

Systems like Elements® provide tools to help make your job easier and better, but much more is needed if you want to be a great advisor. On this episode of the Elementality podcast, Reese and Chad examine why emphatic listening skills and an aptitude for problem-solving are vital in helping you become a first-rate financial advisor.

For the idealist, pure financial planning succumbs to a practical need to sell products which keeps it from its true potential. But times are changing.On this episode of the Elementality podcast, Reese Harper welcomes the founder of Inside Information, Bob Veres. Bob examines the changes taking place in financial planning and shares his vision of where the industry is now headed.

Developing an accurate picture of a retiree’s assets and determining a withdrawal strategy is a good first step, but vital to a plan’s success is monitoring behaviors that can make it succeed in the long-term. On this episode of the Elementality podcast, Reese and Chad discuss how using Elements® to precisely measure a client’s asset mix allows you to easily formulate a tax-efficient, asset liquidation strategy.