“You are here.” Any financial roadmap to the future starts by pinpointing the place where you need to begin. By identifying that place for a prospective client, advisors can illustrate why their guidance has value. On this Elementality, Reese and Abby look at why using Elements to complete quick, remote assessments is an effective conversion tool.

The plan-in-a-binder era has ended. Today people want ongoing help with the complexities of their modern finances. But even with a greater focus on the present, preparing for retirement remains a key ingredient to good planning. On this episode of Elementality, Reese explains to the clients of his RIA where qualified plans (Qt) fit within the financial planning puzzle.

“Holistic.” “Comprehensive.” As an advisor you know these words are used … a lot. Have they been so overused as to render them meaningless? On this Elementality, Reese and Carl look at why explaining that planning is “holistic” or “comprehensive” is crucial to defining what you do—and how the Elements scorecard helps clients visualize what those terms mean.

Financial planning can be hard to describe, but people love it when they experience it. So how can you speed things up and provide prospective clients fast, insightful answers that give them a taste of what planning can do? On this Elementality, Reese and Carl explain how using Elements as an assessment tool allows you to quickly gauge a person’s financial status.

The path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns. On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial vital signs.

The challenges of growing an RIA are myriad. And the greatest obstacle may be trying to market your services while remaining focused on the work your clients expect from you. No one said you have to do it all yourself. On this Elementality, Abby talks with DJ Highum of Snappy Kraken about how to market effectively with plenty of time left to serve clients. 

Not many people can actually speak ‘finance.’ Unfortunately, it’s the language used by planners and can seem like bewildering jargon that confuses clients who simply want to understand how to apply the advice they receive.   On this Elementality, Reese and Carl talk about why Elements uses new terminology that is more relatable—and more motivational. 

Financial stress pushes people to search for advice—they say they want functional solutions, but they also want to ease their anxiety. On this Elementality, Reese and Carl discuss a factor advisors tend to overlook when trying to quiet client financial worries. Good design principles calm tensions, inspire tranquility, and are integral to the Elements Way.

Planning requires a significant focus on money and clients expect you to demonstrate your financial expertise. But they also want to find financial purpose and peace-of-mind. That makes their well-being a critical variable. On this Elementality, Reese and Carl discuss why clients are also looking for guidance about issues that financial calculations can’t solve.

Identifying the jobs that need to be done is the first step in delivering a service that prospective clients want. Just remember, for every client there are functional and emotional jobs which are interwoven together. On this Elementality, Reese and Carl explain why proving your value hinges on giving thoughtful attention to a client’s emotional needs.