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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Speedbumps to Scale

As an owner of a small financial planning firm, one of your concerns is how to best grow your business....

TOPICS

Growth and Scale

Vision

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Finding Scale Through Innovative Solutions and Pricing with Kate Holmes

Over recent decades, new ideas and innovations have positively impacted our profession and benefited the clients we serve. Many of...

TOPICS

Pricing

Vision

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What Pricing Model Is Right for Me?

Finding the right fee structure seems to be a constant struggle for some advisors. They weigh the pros and cons...

TOPICS

Pricing

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Revitalizing Your Approach to Client Advice with George Kinder

The financial advice industry is relatively young. After all, it has only been in the last few decades that consumers...

TOPICS

Client Experience

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Creating the Value Clients Really Want

As new financial advisors, you begin your career by learning technical skills like retirement needs analysis, cash flow modeling, and...

TOPICS

Client Experience

Planning Process

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Achieving Balance Between Work and Life with Travis Parry

You hear and read a lot about work/life balance. In fact, you may worry about your own work/life balance. There...

TOPICS

Vision

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Balancing Your Jobs to Build Stronger Relationships

Advisors offering ongoing financial planning deliver both functional jobs (like performing analysis and creating the plan) and emotional jobs (like...

TOPICS

Client Experience

Planning Process

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How to Bring Financial Joy to Your Clients with Dr. Meghaan Lurtz

As an advisor, you want to build a strong relationship with each client. To do that part of your role...

TOPICS

Client Experience

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The Truth Behind the Question “How Am I Doing?”

Throughout your career, your clients will ask you many questions. Most will deal with a financial pain the client wants...

TOPICS

Planning Process

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Finding the Right Candidate for Your Firm with Caleb Brown

As advisory firms grow, successfully attracting and hiring the right talent is essential to unlocking efficiencies and, more importantly, a...

TOPICS

Growth and Scale

Leadership

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Why Process Is Critical to Client Communications

In the first year, communication with a new client comes easily. You need data and time to deliver a plan...

TOPICS

Client Experience

Planning Process

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Overcoming Emotional Hurdles Before Solving Problems with Dr. Daniel Crosby

As advisors, we often encounter situations in which clients resist recommendations that we know will improve their lives. Sometimes our...

TOPICS

Client Experience

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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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