Elementality for Financial Advisors | Elements of Financial Planning System™
35 FOLLOWERS
Portfolio management is becoming a commodity. So how will you set yourself apart and add value? What is your niche? What is your planning process? And how will you deliver better advice to more people?
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..
Elementality for Financial Advisors | Elements of Financial Planning System™
4d ago
Today we talk with Denis Konoplev, co-founder of paraplanner.ai, an AI tool for advisors to use in place of a traditional paraplanner.
In this show we talk about Denis’s journey from a financial planning client to creating AI technology for financial advisors. We discuss where AI makes the most sense in an advisor’s workflow, and where a human advisor is absolutely essential. If your an advisor curious about how AI can help you save time data gathering and processing data, then this episode is for you.
Show Notes:
Paraplanner.ai ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
2w ago
We welcome a repeat guest to the show - Jeff Morgan, CMO and AI connoisseur at Elements.
In this show we discuss the tools that Jeff uses today to help him not only write compelling marketing materials, but also sift through and analyze data, and research ever-changing topics in the industry.
  ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
3w ago
Justin Castelli opens up about his latest venture into life planning, aiming to revolutionize the way financial advisors engage with clients and themselves. By shedding light on his own transformative experience and the impact of helping others align their financial strategies with their genuine life goals, Justin advocates for a more authentic, fulfilling approach to financial advising. This episode is an essential listen for advisors seeking to navigate the emotional aspects of finance, providing insights into the future of advisory services where life planning plays a pivotal role ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
1M ago
Colin Day, advisor at Correct Capital, shares how he uses Elements and social media to attract and prospect potential clients. In this episode you'll learn:
How to think about "client engagement"
How Colin leveraged bad luck to create an intersting story
How to use Elements to attract and qualify potential clients ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
1M ago
How do you monitor and communicate the progress your clients are making? In this episode you’ll learn how Physicians Thrive leverages the Elements platform to fill critical gaps in financial monitoring and planning, ensuring ongoing improvement in their clients' financial health ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
1M ago
Traditional methods to deliver financial advice take a lot of time. Reese Harper and Carl Richards share insights on the limitations of traditional advice delivery and introduce a novel method that transcends time constraints, offering more accessible and efficient financial advice. Learn how to adapt and thrive in the evolving landscape of financial advisory services ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
2M ago
Explore the power of LinkedIn in financial advising with Ken Anderson of Advisor Appointments. Learn about connecting with the right clients, a four-phased messaging strategy, and how to use a framework like Elements to unlock prospecting online ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
2M ago
Learn how you can integrate a cohesive marketing story into your firm with David Roberson of Azella. Discover how advisors can create a more accessible and cohesive service through technology and personalized branding. Learn about the power of storytelling in creating a seamless journey from the first ad to the final meeting ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
2M ago
In this replay of Elementality, Reese and Carl illustrate the power of a single answer. By having their most acute problem solved first, a prospective client is often eager to begin more involved planning discussions. Money is the top cause of stress for Americans. As they look for answers, advisors have a unique opportunity to provide needed guidance.  ..read more
Elementality for Financial Advisors | Elements of Financial Planning System™
3M ago
Discover the impact of sharing your work publicly. Join Josh Passler as he shares his journey from advisor to “The FinArtist,” revealing the power of building in public and showcasing work online ..read more