The Art & Science of Financial Advice.

The Art & Science of Financial Advice.

Join Reese Harper, Carl Richards, Jordan Haines, Abby Morton, Jeff Morgan, and their guests each week as they explore how to master the emotional (art) and functional (science) of building a successful planning practice.

You’ll learn how monitoring ongoing financial vitals, diagnosing issues, and prescribing creative solutions leads to increased client trust, meaningful conversations, and practice growth.

Elementality Podcast
Latest Episode

Building Your Buyers Journey

In this episode, Jordan breaks down the four critical stages of the financial advisor's buyer journey—from first thought to deciding—while explaining how to transform from vendor to trusted expert through strategic lead generation, nurturing, and achieving the crucial "flip" with...

Real Advice, Really Fast.

Use the Elements Financial Wellness System to stand out, protect your fees, increase participation, and screen for great-fit clients.

Book a Demo

Schedule a time to see how Elements can help grow, scale, and modernize your planning business.

Keep up on the latest!

Subscribe now to receive email updates when we release new podcast episodes, blog posts, product announcements, case studies, and other valuable content.
[formfuse id="1007"]