Elementality for Financial Advisors | Elements Financial Vitals System™

Most people are more concerned about what is going to happen in the next few years, not the next 50 years. They want to enjoy the present. On this Elementality, Abby welcomes Eric Rodriguez of Wealth Builders LLC, who explains how to empower clients to make informed decisions by using Elements to tell a visual story of how the present and future are interconnected. 

Many people say nothing makes them feel more confident in life than to have their financial house in order. And for some, to accomplish it, they need to rely on help. So how do we get the option of good fiduciary planning to everyone? On this Elementality, Reese interviews Rob Rickey of StraightLine, a firm that works with employers to bring financial education and advice to employees who are participating in their employee-sponsored retirement plans.

Prospecting still requires some level of personal connection. Gone are the days of cold calling—now social media offers that link to prospects and lets you target your customers, connecting with them at your fingertips. On this Elementality, Abby talks with Colton Etherton of Out of Office Planning about why Instagram is his choice for social prospecting.

How am I doing? Getting that question answered is often on the mind of people who seek out a financial advisor. Helping them articulate and define their financial purpose so you can provide the best answer is your challenge. On this Elementality, Abby welcomes Dale Shafer, of Life Moves Wealth Management, who explains how Elements gives clients financial clarity.  

In our digital age, social media is a central ingredient for most marketing plans. But with so many options, where to start can be confusing. On this Elementality, Abby talks with Jeff Morgan, Head of Marketing at Elements, about social strategies—how to start; the power of paid social; and why content creation needs to be part of your social marketing game plan. 

When making decisions, we lean towards the familiar. It’s in our nature as change often seems too uncomfortable. From ordering food to choosing apps, we want what’s familiar. But to thrive, you need to innovate. On this Elementality, Reese welcomes Matt Reiner, CEO at Wela Strategies, who explains why maintaining the status quo results in stagnation.

Ben Stewart, a successful advisor, shares his experience using Elements to grow his firm. Topics include using Elements for data aggregation and client information gathering, lead generation strategies, and competition with Vanguard.

In the age of email, smart phones, and social media, it’s easy to forget the power that comes from directly connecting with people. Prospect events can work, but discovering the best approach often takes too much guesswork. On this Elementality, Carl explains why breakfast meetings make the ideal prospecting event and provides the recipe for putting one together.

Partnerships between advisors, CPAs, and attorneys should be a natural fit because their roles all involve handling the flow of client assets. But just because they should fit together doesn’t mean they always do fit together. On this Elementality, Abby talks with Kent Owings of Ironstone Financial about what he does to find success as he works with other professionals.

Do you know what a PINO is? Not pinot, but P-I-N-O. An acronym coined by Chuck Failla, it distinguishes a “planner-in-name-only” salesperson from a fiduciary who is ethically bound to act in their clients’ best interests. On this Elementality, Reese welcomes Chuck. Discover how Chuck’s career has taken him from conflicted stockbroker to an influential RIA.