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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Is Your Technology on Target?

There are many reasons we seem obsessed with technology—in just over a decade we’ve seen the rise of the smartphone,...

TOPICS
Software

Digital Marketing for the 21st Century with Paul Thompson

When you look into your client book you know which ones are your best clients. Shouldn’t your roster be full...

TOPICS
Marketing

Are Numbers and Data Overwhelming Your Clients?

As an advisor, you have superior quantitative skills. You love numbers, spreadsheets, math. On the other hand, financial data can...

TOPICS
Client Experience

Accelerating Your Firm’s Evolution with Stephanie Bogan

The break out expansion of the financial planning industry has resulted in even boutique-sized RIA firms wondering if they should...

TOPICS
Growth and Scale

The Data Collection Challenge

Advisors know data collection is a universal problem—one of our biggest challenges is getting an accurate data picture for each...

TOPICS
Data Collection

How Dependable Processes Aid Growth with Daniel Hannoush

Daniel Hannoush, CEO of Pandowealth, had a problem. His niche firm was growing so fast they didn’t even need to...

TOPICS
Client Experience
Growth and Scale
Vision

Speedbumps to Scale

As an owner of a small financial planning firm, one of your concerns is how to best grow your business....

TOPICS
Growth and Scale
Vision

Finding Scale Through Innovative Solutions and Pricing with Kate Holmes

Over recent decades, new ideas and innovations have positively impacted our profession and benefited the clients we serve. Many of...

TOPICS
Pricing
Vision

What Pricing Model Is Right for Me?

Finding the right fee structure seems to be a constant struggle for some advisors. They weigh the pros and cons...

TOPICS
Pricing

Revitalizing Your Approach to Client Advice with George Kinder

The financial advice industry is relatively young. After all, it has only been in the last few decades that consumers...

TOPICS
Client Experience

Creating the Value Clients Really Want

As new financial advisors, you begin your career by learning technical skills like retirement needs analysis, cash flow modeling, and...

TOPICS
Client Experience
Planning Process

Achieving Balance Between Work and Life with Travis Parry

You hear and read a lot about work/life balance. In fact, you may worry about your own work/life balance. There...

TOPICS
Vision