Educational Resources for Financial Advisors

Resources

Our free educational content is designed to help financial advisors grow and scale their businesses so they can help way more people make smart financial decisions.

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Events

XYPNLive Dinner

Join us for dinner and a discussion about how Elements is helping advisors scale their impact by revolutionizing the way...

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Growth and Scale

Vision

Webinar

Introducing The Elements One-Page Plan

Join Carl and Abby as they share innovative ways Elements can be used to improve your marketing and sales processes.

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Planning Process

Software

Vision

Video

Why Is Planning So Time Intensive?

Reese Harper and Carl Richards look into the industry’s cost/complexity problem and what can be done to reengineer traditional planning...

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Planning Process

Podcast

The Cost and Complexity Problem With Planning

The job we do as advisors is complex … and costly. We gather information, analyze it—making various decisions as we...

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Planning Process

Video

How Can We Serve More People?

The financial planning business model, processes, and tools work well for the wealthiest 1% of Americans. But how do we...

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Vision

Podcast

Why Can’t Advisors Help More People?

Why does the financial services industry, with its established business model, processes, and tools seem to only serve the top...

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Vision

Podcast

Don’t Let Niche Doubts Hold You Back

Perhaps it’s fear of failure. Or, maybe you’ve had a crazy idea about a potential niche—and you just can’t seem...

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Marketing

Video

Are You Addressing Your Clients’ Real Problems?

Too often advisors fail to relate to the acute problem a prospect might need solved, missing the opportunity to start...

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Growth and Scale

Video

Why Do Clients Need Emotional Reassurance?

Money is the top cause of stress in the U.S. and Americans tend to be most worried about their financial...

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Growth and Scale

Podcast

Don’t Overlook This Unique Prospecting Opportunity

Money is the top cause of stress in the U.S. Everyday people carry with them financial worries for which they...

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Growth and Scale

Webinar

How Elements Makes It Simple to Grow Your Business

Join Carl and Abby as they share innovative ways Elements can be used to improve your marketing and sales processes.

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Growth and Scale

Video

Does Every Client Need a Comprehensive Plan?

The reason why financial planning is so expensive is the cost to serve mainly targets the needs of the very...

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Growth and Scale

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Educational Resources for Financial Advisors

Resources

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