Elementality for Financial Advisors | Elements Financial Vitals System™

Learn the power of answering financial questions to start conversations and build relationships. An analogy between financial planning and the medical industry is discussed. Addressing clients' acute problems first is key. Understanding the emotional side of the job is vital. Strategies for answering financial questions effectively and the importance of niche marketing are explored.

Discover the impact of sharing your work publicly. Join Josh Passler as he shares his journey from advisor to “The FinArtist,” revealing the power of building in public and showcasing work online.

Explore the role of financial advisors as guides, uncover the art of identifying client archetypes, and learn how to choose the right tools for effective behavior change in this Elementality episode. Dive into personalized financial guidance for impactful client journeys.

Discover why client validation is a crucial first step before giving financial advice. Reese Harper and Jordan Haines discuss how financial vitals play a key role in this process and why advisors must transition from controllers to coaches for effective behavior change.

Discover the journey of Elements from its inception at Dentist Advisors to becoming a key tool for many financial advisors. Reese Harper and Ryan Isaac share their insights on the system's impact, its role in enhancing client interactions, and its evolution from manual efforts to sophisticated technology.

Discover how small- to mid-sized events can be game-changers for advisors. Reese shares tactical advice on leveraging these events for deeper prospect conversations. Learn the key to intimate prospect engagement and strategies for increasing prospect interactions effectively. Tune in to transform your prospecting approach through events!

“Everyone needs a discussion partner and my role is to help clients as their partner. Elements helps me get those discussions started as clients begin to visualize why their financial picture isn’t in line with their values.” On this Elementality, Abby welcomes Angela Johnson who explains how she uses Elements throughout her onboarding and planning process.

For RIAs with limited resources, how to market your services can seem daunting. Where do you begin? How do you get followers? Despite the obvious obstacles, these ideas can help you kickstart your marketing efforts. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about how to build an audience on a minimal budget.    

When advising clients on how to build their net worth, reducing the cost of their debt is an essential part of the equation. Surveys show the majority of clients want liability optimization … but few advisors offer it. On this Elementality, Abby welcomes Rohit Argawal of Sora Finance, a firm that allows advisors to add liability planning to their services. 

This podcast explores the benefits of podcasting for financial advisors, including attracting clients and building a following. It discusses strategies to increase podcast growth, such as collaborating with other hosts and leveraging call-to-action on other shows. The episode also highlights the challenges faced in the early days of podcasting and the unique value that podcasting offers compared to other mediums.