Elementality Podcast

The Art & Science of Building a Next-Gen RIA

Join Reese Harper, CFP®, as he explores the Elements of financial planning™ that helped the Dentist Advisors team build their niche, planning process, and cutting edge technology.  Enjoy stories, expert interviews, and case studies to help you build the practice of your dreams.

Achieving Balance Between Work and Life

Latest Episode

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 are many areas of your life that need attention, is it possible to bring equilibrium to all of them? Is … Continued

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7 Investment Don’ts Your Clients Need to Hear

A recent study from Vanguard showed that behavioral coaching from an advisor can add as much as 2% in net...

TOPICS
Business Ethics
Planning Process

The Evidence for Evidence-Based Investing with Apollo Lupescu

Of course you want to focus on what adds the most value for clients. And with robo advisors serving up...

TOPICS
Planning Process

Say It With Style (and Purpose) With Katherine Eitel Belt

Are you really communicating with clients, team members, and colleagues? Or are you just talking them through MoneyGuidePro graphs, Asana...

TOPICS
Leadership
Marketing

Staying Nimble in a Changing World With TJ Dunker

Shifting consumer demand, fintech breakthroughs, hyper-efficient new competitors… the game changers are coming fast and furious to the financial services...

TOPICS
Leadership

Purposeful Marketing Paves the Way

Lifestyle business? Boutique firm? Category killer? Whatever type of advisory practice you’re aiming to grow, you need a cohesive marketing...

TOPICS
Marketing

Be the Resource Clients Want to Refer with Dan Allison

Referral marketing works, as old school financial services firms have proven. Even when your solution is less than compelling. Even...

TOPICS
Growth and Scale

Streamline the Planning Process with Frictionless Technology

FinTech can dramatically streamline the process of onboarding new clients and serving existing ones. It can shrink the wait time...

TOPICS
Planning Process
Software

Get Off the Sales Cycle Roller Coaster with Mark LeBlanc

Running an advisory business can feel a lot like riding a roller coaster. At first, you’re in high gear trying...

TOPICS
Growth and Scale

Making It Work When Work Comes Home with Barb Harper

As a result of new technologies, product marketers began overusing phrases like “paradigm shift.” Now we’re seeing what a real...

TOPICS
Software

What to Look Forward to in Elementality Season 2

Last week we wrapped up Season 1 and we hope you enjoyed it as much as we did. If you...

TOPICS
Vision

Why Standards Improve the Quality of Your Advice

Compared to other professions financial planning is in its infancy. While financial products have been around since the first insurance...

TOPICS
Leadership
Planning Process

Overcoming Emotional Hurdles Before Solving Problems with Dr. Daniel Crosby

As advisors, we often encounter situations in which clients resist recommendations that we know will improve their lives. Sometimes our...

TOPICS
Client Experience