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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The Data Collection Challenge

Advisors know data collection is a universal problem—one of our biggest challenges is getting an accurate data picture for each...

TOPICS
Data Collection

Accelerating Your Firm’s Evolution with Stephanie Bogan

The break out expansion of the financial planning industry has resulted in even boutique-sized RIA firms wondering if they should...

TOPICS
Growth and Scale

Are Numbers and Data Overwhelming Your Clients?

As an advisor, you have superior quantitative skills. You love numbers, spreadsheets, math. On the other hand, financial data can...

TOPICS
Client Experience

Digital Marketing for the 21st Century with Paul Thompson

When you look into your client book you know which ones are your best clients. Shouldn’t your roster be full...

TOPICS
Marketing

Is Your Technology on Target?

There are many reasons we seem obsessed with technology—in just over a decade we’ve seen the rise of the smartphone,...

TOPICS
Software

Aligning Client Money and Values with Carl Richards

With both product sales people and RIAs labeled as “Financial Advisors” it is difficult for the general public to understand...

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Client Experience

How to Get Your Clients Engaged in Planning

Managing clients’ expectations is one of your biggest challenges as an advisor. But when a client won’t follow through to...

TOPICS
Client Experience
Planning Process

Innovations in Financial Services with Natalie Taylor

Next-gen technology is taking a bigger role in financial services with innovators trying to expand the role of financial planning...

TOPICS
Software

Tracking Client Progress and Milestones

Obviously you care about your clients. As a fiduciary you put their needs first. You guide their behaviors as you...

TOPICS
Data Collection

Next Generation Growth with Douglas A. Boneparth

The financial advice industry is steadily shifting away from portfolio management to financial planning. So what is your firm doing...

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Growth and Scale
Vision

Why Real Planning Is Ongoing Planning

Too many advisors make the mistake of not telling clients it takes time to deliver the value they offer. A...

TOPICS
Planning Process

The Rise of the “Financial Advicer” with Michael Kitces

Depending on the advice you’re after, you hire a personal trainer, or a lawyer, or a therapist. When you want...

TOPICS
Vision