Elementality Podcast

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

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 focused around investments. The results were tools that helped manage cash-flow-based or projected future values. Today, planning frameworks are moving … Continued

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Making the Move from Broker Dealer to RIA

A leap from commission-based to fee-only compensation doesn’t come with a safety net. Even if financial advisors see a better...

TOPICS
Leadership
Vision

When is it Time to Hire Professional Management?

How long will you wear all the hats in your business? When does it make sense to add management overhead...

TOPICS
Growth and Scale
Leadership

Real Financial Planning Starts With a Real Process

Advisors have abused the word “planning” for decades. While the product-focused part of our industry delivers smoke and mirrors, how...

TOPICS
Planning Process

Where Your Ego Ends and The Business Begins

You’ve developed the kind of financial planning expertise that goes beyond portfolio management and insurance products. You’re delivering meaningful advice...

TOPICS
Growth and Scale

Welcome to Elementality! Stop Selling and Start Advising

Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche?...

TOPICS
Business Ethics
Leadership