Videos.

Check out our valuable video content, sliced and diced to help financial advisors looking to grow their business and help their clients make informed financial decisions.

Do functional jobs have an emotional component?

A financial service is never solely about function as every product or service has both functional and emotional facets that...

Planning Process

Why do we need deeper conversations?

An advisor makes important observations during in-depth client conversations. Elements’ easy-to-understand scorecard provides a framework for those deeper discussions. Listen...

Client Experience

Should you let clients co-pilot their own planning work?

Your clients want to collaborate. And why not? But what can be gained by involving your clients as co-pilots in...

Client Experience

Why values and financial purpose?

Today many people remain confused about what gives them purpose and meaning in life. Even many of those who have...

Planning Process

Why have a tool that is focused on the present?

It’s been the tradition to forecast for the future when planning. Reese Harper and Carl Richards talk about why anchoring...

Planning Process

Why is discovering a client’s financial purpose crucial?

To understand a client’s current views about money means exploring their past experiences with money. It’s in the past where...

Planning Process

What should you accomplish in the first client meeting?

While the math of finances is important, you need to also understand client money anxieties, especially about debt. Listen to...

Client Experience

Are you helping clients live with intention?

Learn why helping clients live with greater intention can help them see how to connect the dots between money and...

Client Experience

What is the impact of your advice on clients?

The results of your technical work and advice as an advisor are incredibly important, but in the end that’s usually...

Firm Growth & Marketing

What makes working with teachers challenging?

Teachers educate, inspire, and affect positive change. Mike Johnson of Teacher Wealth, explains why more teachers need financial help—and why...

Vision

How much financial expertise should you share?

You are giving your clients the skills and confidence they need to reach their financial goals, just be careful not...

Leadership

Do early memories about money affect financial decisions?

Emotions are closely tied to finances. Here’s why knowing a client’s history with money is critical to helping them make...

Client Experience

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Real Coaching, Really Fast.

Videos

Videos.

Real Coaching, Really Fast.

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