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

Living Without Financial Fear with Justin Castelli

The next generation of advisors are paving a new frontier in planning. Able to look beyond mere numbers, they help set goals built around client passions and values. According to Justin Castelli, Reese Harper’s guest on this episode of the … Continued

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How Advisors Can Solidify Their Value in a Robo Economy

How will advisors enhance their value proposition in the digital age? The Robo Advisor revolution has exposed advisors who hang...

TOPICS
Client Experience
Software

A Better Way to Answer Your Clients’ #1 Question

Does real advice require a Monte Carlo simulation? Or can you get to the heart of your clients’ questions with...

TOPICS
Client Experience

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