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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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

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

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

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

Video

How Can You Offer Advice Less Expensively?

The market of people needing answers to their financial questions is enormous. But what works for the top 1% does...

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Growth and Scale

Video

What’s the Root Cause of People’s Anxiety With Money?

Money is the source of anxiety for the great majority of Americans. So how can you provide guidance that helps...

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Vision

Video

Why Is Finding a Client’s Financial Purpose So Crucial?

Understanding what truly matters to a client when it comes to their money leads to finding goals—and when you agree...

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Client Experience

Video

What Is Real Financial Planning?

Carl Richards coined the term “real” financial planning and in this video clip, he talks about the factors he believes...

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Planning Process

Video

What Makes the Elements Planning System Appealing?

In this video clip, Reese Harper asks Carl Richards what are the things that resonate about the Elements Financial Monitoring...

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Vision

Video

Can Clients Find Balance for Both the Future and Present?

One of the questions advisors should be thinking about is how can you help clients make optimum decisions for the...

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Vision

Video

Carl Richards Joins Elements as Chief Evangelist

The art and science of financial planning are coming together as Carl Richards joins Elements as Chief Evangelist.

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Announcement

Vision

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Educational Resources for Financial Advisors

Resources

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