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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Unleash Advisors with a Shared Resource Strategy

The same attributes of client-focused planning that make it worth fighting for—transparent, comprehensive, aligned—also make it challenging to deliver. When...

TOPICS

Growth and Scale

Leadership

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The Pricing Problem You Can’t Ignore with Matthew Jackson

The fee model question has been bubbling its way to the surface of advisor conversations and is quickly turning to...

TOPICS

Pricing

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Why Your Stance on Liquidity Needs to be More Fluid

It might not be the Dave Ramsey approach to building wealth, but some of your clients may need to pump...

TOPICS

Planning Process

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Defining and Selecting Your Niche with Patrick Brewer

Before you rush into a wealth management niche, let’s take a few minutes to explore the domino effect of your...

TOPICS

Leadership

Marketing

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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

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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

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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

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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

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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

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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

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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

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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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