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The Art & Science of Financial Advice.

The Art & Science of Financial Advice.

Join Reese Harper, Carl Richards, Jordan Haines, and their guests each week as they explore how to master the emotional (art) and functional (science) of financial planning.

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

6 Tips To Enhance Advisor Marketing w/ Abby & Jeff

Explore the ways to build an effective marketing motion with Abby Morton and Jeff Morgan as they explore the 6 tips for effective marketing for financial advisors.

Build Trust, Fast.

Reduce the time it takes to build trust with prospects and clients, so you can accelerate your business growth and keep clients happy.

Book a Demo

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

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