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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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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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