Elementality for Financial Advisors | Elements Financial Vitals System™

Can you help clients make good decisions today—keeping the future in mind—while also helping them live with greater happiness in the present?

On this episode of Elementality, Reese and new co-host Carl Richards discuss why your biggest challenge is helping clients make optimal decisions throughout their lives, while ensuring they enjoy the here and now.

Carl Richards coined the term “real financial planning” years ago. Since then industry influencers have tried to explain what it means. On this episode of Elementality, Reese and Carl talk about the factors that might help provide a definition—an element of trust, technical chops, emotional IQ—and ask if we, as advisors, are getting any better at it?

Sales success begins with conversations that build rapport and allow both parties to communicate what they are really thinking.

On this episode of Elementality, Reese interviews Jake Larsen, VP of Sales at Elements. Jake explains how to build trust by educating prospects about your services and aligning their needs with your value proposition.

What do baseball cards, consistent tracking of net worth, and the question, “Am I doing OK?” have to do with the evolution of Elements?

On this episode of Elementality, Reese talks to the clients of his RIA, Dentist Advisors, about the ideas that became Elements. It’s a unique look at the origins of the innovative system that’s changing financial planning.

You want clients to bridge the financial gap between today and the future. A one-page plan gives them a roadmap for getting from here to there and answers their core questions: "How am I doing?" and "What should I do next?" On this Elementality, Abby welcomes David Hughes who explains how the Elements' One-Page Plan helps him launch clients on their financial journey.