Elementality: A Podcast About How to Grow a Financial Planning Practice

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

Mastering the Human Side of Money with Brendan Frazier

Most advisors acknowledge that the more human side of money, the therapeutic side, is integral for building a client relationship based on trust. So how do you develop the skills needed to help people with the emotional needs that are … Continued

Browse All Episodes

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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...

TOPICS

Planning Process

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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...

TOPICS

Vision

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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...

TOPICS

Client Experience

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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...

TOPICS

Vision

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The Growing Fee-for-Service Trend

In the age of Netflix and Spotify, it’s no surprise people are looking for a flexible approach when it comes...

TOPICS

Pricing

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The Gap Between Literacy and Technology with Mac Gardner

There’s a wide divide between the small number of people who can afford money management and the large number of...

TOPICS

Vision

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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

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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

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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

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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

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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

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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

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Podcast

The Art & Science of Building a Next-Gen RIA

Latest Episode

Mastering the Human Side of Money with Brendan Frazier

Browse All Episodes

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