Elementality for Financial Advisors | Elements Financial Vitals System™

Host of Elementality, Jordan Haines, CFP®, and Josh Humada, founder of Boundless Wealth, discuss the value of focusing on core financial behaviors with clients rather than over-optimizing each person we work with. They explore the question “what if we could build a successful financial advice business by only delivering on these core habits and behaviors?” If you’re an advisor thinking about how you can scale your advice, deliver the value your clients actually want, or want to scale your personal time then this episode is for you

Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them: Step 1: Ensure the client is sufficiently oriented to their financial situation Step 2: Ensure the client has the foundational financial behaviors in place Jordan explores why every advisor should have specific steps in their process to account for these things and tactical way an advisors can assess whether these things have been done for a client.

In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and not all the additional things many advisors provide. If you’re interested in how you can deliver on the things your clients actually care about, then this episode is for you

To register for the workshop go here: https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/ In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the foundation for a successful marketing strategy.  They discuss four questions that every advisor needs to answer: Why am I in business? Who am I serving? What is my audience’s unique pain? How will I solve that problem?

In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending. They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a client’s journey If you’re wondering if financial coaching is right for your practice, then this episode is for you!

In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.

In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts. These tips include: Help prospects know, like and trust you Identify your prospects’ pain points Know your prospects’ language Stay top of mind Have a unique call to action Do what’s easiest for you

Michael Kitces joins Elementality to discuss trends in advisory firm growth, writing impactful content, and serving underserved markets. They explore subscription-based service models, setting fees based on income levels, and strategies for scaling financial advisory firms.

Abby Morton, Director of Advisor Success at Elements, and Jordan Haines discuss delivering early value to clients in financial advising. They emphasize focusing on essential activities before creating a comprehensive financial plan, highlighting the importance of prompt feedback and client engagement. They explore the significance of gathering client information, enhancing client understanding, and structuring client relationships for optimal satisfaction.

Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors. Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement to make interacting with them at the top of the funnel easier for people. And finally, Reese and Robert discuss how small financial advisor firms can prioritize who their next hire should be to set them up for success in the long-run. If you’re a financial advisor interested in making their marketing better, then this episode is for you.