The Elements of Financial Health™ Blog

Think Big (Even if Your Clients Don’t)

Exercise has always been a challenge for me. I knew I was supposed to do it, but I never got...

TOPICS
Planning Methodology

Answering the Question: “Where Did All My Money Go?”

The recent political buzz surrounding the U.S. presidential race has caused me to reflect more on spending, economics, and my...

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Planning Methodology

Is “Behavioral Change” Really The Right Value Proposition?

Advisors are short selling their value when they call themselves “behavioral coaches.” I understand why they do it, and why...

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Marketing

Make a Strong First Impression With Clients

Gone are the days when financial advisors could show up and expect to get paid 1% on client assets for...

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Planning Methodology

Dream Big

Riding a bike didn’t impress me much as a kid. When I moved to Salt Lake City in my 20’s...

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Growth and Scale
Vision

Taking the Holistic Approach

As a kid, I played sports and spent time in nature all the time. When adulthood came along, complete with...

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Planning Methodology

Order and Chaos, Agents of Growth

In Ancient Chinese philosophy, yin and yang, representing chaos and order, is a concept of dualism. Their cosmic creation story...

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Leadership

The Life-Changing Value of a True Advisor

You can tell the difference between an advisor who is casually engaged with their clients, and someone who is deeply...

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Business Ethics
Planning Methodology

Thrive on Disruption

To say that the financial services industry is in a state of flux would be a gross understatement. Clients are...

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Technology

To Grow or Not To Grow?

Building a firm in addition to advisory work can feel like juggling two full-time jobs. The demands of your growing...

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Growth and Scale
Leadership

Eat Your Financial Veggies

Financial planning is a lot like eating your vegetables. People know they need to do it, but it is hard...

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Planning Methodology

Don’t Dictate, Collaborate

Every Tuesday, I hold a team meeting with our financial advisors to discuss the direction we are heading as a...

TOPICS
Leadership