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

Replay: Structuring The Perfect 30-Min Consultation

Learn how Jordan's three-phase approach to 30-minute consultations—Uncover, Orient, and Direct—helps financial advisors deliver maximum value while ensuring clients feel heard and validated.

Real Advice, Really Fast.

Use the Elements Financial Wellness System to stand out, protect your fees, increase participation, and screen for great-fit clients.

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Schedule a time to see how Elements can help grow, scale, and modernize your planning business.