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

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 focused around investments. The results were tools that helped manage cash-flow-based or projected future values. Today, planning frameworks are moving … Continued

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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

The Rise of the “Financial Advicer” with Michael Kitces

Depending on the advice you’re after, you hire a personal trainer, or a lawyer, or a therapist. When you want...

TOPICS
Vision

Why Real Planning Is Ongoing Planning

Too many advisors make the mistake of not telling clients it takes time to deliver the value they offer. A...

TOPICS
Planning Process

Next Generation Growth with Douglas A. Boneparth

The financial advice industry is steadily shifting away from portfolio management to financial planning. So what is your firm doing...

TOPICS
Growth and Scale
Vision

Tracking Client Progress and Milestones

Obviously you care about your clients. As a fiduciary you put their needs first. You guide their behaviors as you...

TOPICS
Data Collection

Innovations in Financial Services with Natalie Taylor

Next-gen technology is taking a bigger role in financial services with innovators trying to expand the role of financial planning...

TOPICS
Software

How to Get Your Clients Engaged in Planning

Managing clients’ expectations is one of your biggest challenges as an advisor. But when a client won’t follow through to...

TOPICS
Client Experience
Planning Process

Aligning Client Money and Values with Carl Richards

With both product sales people and RIAs labeled as “Financial Advisors” it is difficult for the general public to understand...

TOPICS
Client Experience