Elementality Podcast

The Art & Science of Building a Next-Gen RIA

Join Reese Harper, CFP®, as he explores the Elements of Financial Planning™ behind our niche RIA’s ongoing planning processes and cutting edge technology. Enjoy advisor Q&A, expert interviews, and stories from our first hand experience to help you grow your RIA.

Latest Episode

Why Planning is Finally Reaching its Potential with Bob Veres

For the idealist, pure financial planning succumbs to a practical need to generate income through product sales—which keeps it from reaching its true potential. But a 40-year-career financial planning curator shares his vision of where the industry is now headed … Continued

Browse All Episodes

Why Planning is Finally Reaching its Potential with Bob Veres

For the idealist, pure financial planning succumbs to a practical need to generate income through product sales—which keeps it from...

TOPICS
Leadership

Elements® for Retirees

Central to creating a retirement plan for retirees should be a tax-efficient, draw-down strategy against their portfolio of assets. To...

TOPICS
Planning Process

Why Tech Is Key to Firm Owner Success with Tim Welsh

In the past 20 years, digital innovations have transformed the financial planning industry. Unfortunately, RIAs have failed to keep up...

TOPICS
Vision

Shifting From Client Meetings to Client Conversations

Do face-to-face meetings still provide value? On this Elementality podcast, Reese Harper and Chad Jardine discuss how periodic calendared meetings...

TOPICS
Client Experience

The Disciplined Approach to Rapid Firm Growth with Jim Crider

There are not many careers that require as many diverse talents as financial planning. Today’s advisor needs to be able...

TOPICS
Vision

The Growing Fee-for-Service Trend

In the age of Netflix and Spotify, it’s no surprise people are looking for a flexible approach when it comes...

TOPICS
Pricing

The Gap Between Literacy and Technology with Mac Gardner

There’s a wide divide between the small number of people who can afford money management and the large number of...

TOPICS
Vision

The Future of Planning Frameworks

For the last 50 years, investment management drove the value proposition for financial advisors with any innovations in technology also...

TOPICS
Planning Process

What it Means to Be a Financial Planner with Hannah Moore

As the founder of the financial planning education and training company Amplified Planning, Hannah Moore says our profession should transform...

TOPICS
Client Experience
Vision

Are You Giving Advice too Quickly?

In an effort to get prospects to buy their services, some advisors lead with free advice. But how much should...

TOPICS
Client Experience

Advisors as Financial Guides with Scott Frank

What describes your advisory approach? Maybe you see yourself as the “hero” who has the optimal financial solution for clients?...

TOPICS
Client Experience

What’s the Right Pricing Model for Your Firm?

Pricing is becoming a major issue for planning firms. While AUM works well with wealthy boomers and subscription fees seem...

TOPICS
Pricing