You Are Not a Commodity
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What to Look Forward to in Elementality Season 2
Last week we wrapped up Season 1 and we hope you enjoyed it as much as we did. If you haven’t already, we hope you’ll go back and listen to previous episodes where we told the story of how Reese … Continued
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Welcome to Elementality! Stop Selling and Start Advising
Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche?...
Where Your Ego Ends and The Business Begins
You’ve developed the kind of financial planning expertise that goes beyond portfolio management and insurance products. You’re delivering meaningful advice...
Real Financial Planning Starts With a Real Process
Advisors have abused the word “planning” for decades. While the product-focused part of our industry delivers smoke and mirrors, how...
When is it Time to Hire Professional Management?
How long will you wear all the hats in your business? When does it make sense to add management overhead...
Making the Move from Broker Dealer to RIA
A leap from commission-based to fee-only compensation doesn’t come with a safety net. Even if financial advisors see a better...
A Better Way to Answer Your Clients’ #1 Question
Does real advice require a Monte Carlo simulation? Or can you get to the heart of your clients’ questions with...
How Advisors Can Solidify Their Value in a Robo Economy
How will advisors enhance their value proposition in the digital age? The Robo Advisor revolution has exposed advisors who hang...
Defining and Selecting Your Niche with Patrick Brewer
Before you rush into a wealth management niche, let’s take a few minutes to explore the domino effect of your...
Why Your Stance on Liquidity Needs to be More Fluid
It might not be the Dave Ramsey approach to building wealth, but some of your clients may need to pump...
The Pricing Problem You Can’t Ignore with Matthew Jackson
The fee model question has been bubbling its way to the surface of advisor conversations and is quickly turning to...
Unleash Advisors with a Shared Resource Strategy
The same attributes of client-focused planning that make it worth fighting for—transparent, comprehensive, aligned—also make it challenging to deliver. When...
Stand Out From The Advisor Crowd With Alana Kohl
We live in a world where consumers increasingly prefer craft IPA to Bud Light, artisanal sourdough to Wonder bread, and...
