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

Living Without Financial Fear with Justin Castelli

The next generation of advisors are paving a new frontier in planning. Able to look beyond mere numbers, they help set goals built around client passions and values. According to Justin Castelli, Reese Harper’s guest on this episode of the … Continued

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Living Without Financial Fear with Justin Castelli

The next generation of advisors are paving a new frontier in planning. Able to look beyond mere numbers, they help...

TOPICS
Planning Process

Prospecting with a Freemium Model

Using Elements® as you sell helps engage prospects in what you do, generates steady interactions, and encourages quicker commitment. But...

TOPICS
Marketing

Working More Intentionally with Matthew Jarvis

Financial planning at it’s core helps shape a person’s finances around their life goals and purpose. It takes a deliberate...

TOPICS
Vision

Building Trust Through Healthy Pushback

Do you ever challenge your prospects to think about money differently? By deliberately disrupting the status quo way of thinking,...

TOPICS
Marketing

The Role of Projections in Giving Advice

When it comes to predicting the financial future, the accuracy of making forward-looking estimates has always been questioned. So why...

TOPICS
Client Experience

Proving Your Advice Is Valuable with Sten Morgan

Hustling for sales works when you’re aggressively promoting products. But as a financial planner—whose product is advice—you need to be...

TOPICS
Marketing

What Skills Make a Good Advisor?

While Elements® offers you a solid planning foundation and provides a system and the tools you need to make your...

TOPICS
Leadership

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