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Host of Elementality, Jordan Haines, CFP®, discusses two things every financial advisor should do with a client before they engage in financial planning with them:
Step 1: Ensure the client is sufficiently oriented to their financial situation
Step 2: Ensure the client has the foundational financial behaviors in place
Jordan explores why every advisor should have specific steps in their process to account for these things and tactical way an advisors can assess whether these things have been done for a client.
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In this episode of Elementality Jordan Haines talks with Brandon Galici, founder of Galici Financial, about the standalone value of orienting people to their financial situation. In particular, they explore real-life examples of when orienting someone to their financial situation may be the very thing that they want from a financial advisor, and not all the additional things many advisors provide.
If you’re interested in how you can deliver on the things your clients actually care about, then this episode is for you
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Saknas det avsnitt?
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To register for the workshop go here:
https://getelements.com/resources/webinar/how-to-choose-the-right-marketing-strategy/
In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing get ready for our upcoming Marketing Strategy Workshop and explore how advisors can lay the foundation for a successful marketing strategy.
They discuss four questions that every advisor needs to answer:
Why am I in business?
Who am I serving?
What is my audience’s unique pain?
How will I solve that problem?
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In this episode of Elementality, Jordan Haines, CFP® chats with Taylor Westergard, CFP®, AFC®, founder and financial coach at Evolving Money - a financial coaching firm focused on helping people understand their cashflow and be more intentional with their spending.
They discuss the difference between a financial coach and a financial advisor, specifically when financial coaching may be more approrpriate than financial planning. They also discuss how advisors can introduce other services to introduce value sooner in a client’s journey
If you’re wondering if financial coaching is right for your practice, then this episode is for you!
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In this episode of Elementality Jordan Haines talks with Erik Baskin, founder of Baskin Financial, about client spending. After discussing Erik’s journey into financial services and why experimenting has brought him explosive growth, they discuss how to incorporate budgeting and spending tracking into his process.
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In this episode of Elementality Abby Morton, CFP®, Director of Advisor Success at Elements, and Jeff Morgan, our head of marketing talk about the six things advisors can implement to enhance their marketing efforts.
These tips include:
Help prospects know, like and trust you
Identify your prospects’ pain points
Know your prospects’ language
Stay top of mind
Have a unique call to action
Do what’s easiest for you
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In this episode of Elementality Reese Harper is joined by Michael Kitces, Chief Financial Planning Nerd, and co-founder of XY Planning Network as they discuss trends in advisory firm growth.
Michael shares his personal journey and strategies for writing impactful content, growing a financial advisory practice, and exploring new service models like the subscription-based approach. Discover how serving underserved markets can lead to substantial business growth and why adapting to client needs is more crucial than ever.
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In this episode of Elementality Jordan Haines, CFP® is joined by Abby Morton, CFP®, Director of Advisor Success at Elements. They discuss an important aspect of a new client’s and a prospect’s initial journey with a financial advisor: time to value.
Listening to this conversation you’ll learn that while taking a long time (i.e. 45 days) to deliver a comprehensive financial plan may be necessary, there are other value points before this that advisors can lean into. You’ll learn from Abby and Jordan the types of activities you can focus on, how to identify the right activities, and the importance of getting feedback to make sure you’re focusing on the right things.
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Today Reese Harper talks with Robert Sofia, CEO and founder of Snappy Kraken, a marketing automation tool for financial advisors.
Reese and Robert explore Robert's unique journey to starting Snappy Kraken. They also discuss the type of content that Robert has seen work with financial advisors, and they unique tips and tricks advisors can implement to make interacting with them at the top of the funnel easier for people. And finally, Reese and Robert discuss how small financial advisor firms can prioritize who their next hire should be to set them up for success in the long-run.
If you’re a financial advisor interested in making their marketing better, then this episode is for you.
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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 -
Today we talk with Bill Cates, the original referral coach and client acquisition expert, about his new book “The Language of Referrals.”
In this show we discuss the general trends in new client acquisition, the most important characteristics of successful advisors when it comes to growth, and we explore the 6-part framework presented in his book.
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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.
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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 -
The path to financial security is never linear—unforeseen circumstances make every person’s journey different. That’s why so many people want to know “Am I doing OK?” as they confront life’s financial twists and turns.
On this Elementality, Reese and Carl explain why consumers are looking for someone who can assess and then monitor their financial vital signs. -
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.
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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.
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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.
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