Elementality Podcast

The Art & Science of Building a Next-Gen RIA

Join Reese Harper, CFP®, as he explores the Elements of financial planning™ that helped the Dentist Advisors team build their niche, planning process, and cutting edge technology.  Enjoy stories, expert interviews, and case studies to help you build the practice of your dreams.

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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

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

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

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

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

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

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

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

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

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

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

How Dependable Processes Aid Growth with Daniel Hannoush

Daniel Hannoush, CEO of Pandowealth, had a problem. His niche firm was growing so fast they didn’t even need to...

TOPICS
Client Experience
Growth and Scale
Vision