The Art & Science of Building a Next-Gen RIA
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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 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...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
