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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

Introducing Elements AI Assessments

Join Jordan Haines as he explores Elements AI Assessments with Abby Morton, discovering how this innovative feature enhances data confidence, delivers focused financial assessments, and creates more valuable client deliverables.

Real Coaching, Really Fast.

Use Elements Financial Coaching 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.